Paraplanner

Experienced Paraplanner - Wealth Management / Financial Planning

Hybrid

Bishops Stortford

Competitive salary and a comprehensive benefits package including exam support

Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support?

Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients.

A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey.

As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice.

• Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning
• Prepare high-quality suitability reports in line with regulatory and internal standards
• Interpret fact-finds, risk profiles, and fi...