Paraplanner

Paraplanner

Location: Marlborough

Salary: Up to £40,000

An excellent opportunity for an experienced Paraplanner to join a well-established wealth management business in Marlborough, providing technical support to a team of Financial Advisers.

You will support the full advice process, working on a varied range of client cases and providing high-quality technical research, analysis and report writing.

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• Prepare suitability reports and financial planning documentation.
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• Research pensions, investments, tax and wider financial planning solutions.
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• Analyse client information and assist Advisers in developing suitable recommendations.
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• Support complex cases including retirement and investment planning.
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• Liaise with Advisers, clients, providers and third parties.
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• Ensure all work meets FCA and internal compliance requirements.
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• Manage cases and deadlines through to completion.
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• Provide technical and administrative support before and after client meetings.
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• Previous experience as a Paraplanner within an IFA or wealth management environment.
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• Strong knowledge of pensions, investments and financial planning.
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• Excellent research, analytical and report-writing skills.
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• Strong attention to detail and understanding of compliance requirements.
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• Level 4 Diploma in Financial Planning or working towards it would be advantageous.
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• Able to manage multiple cases and work effectively alongside Financial Advisers.
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