Paraplanner

Paraplanner

Location:

Marlborough Salary:
Up to £40,000

The Role 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.

Key Responsibilities Prepare suitability reports and financial planning documentation. Research pensions, investments, tax and wider financial planning solutions. Analyse client information and assist Advisers in developing suitable recommendations. Support complex cases including retirement and investment planning. Liaise with Advisers, clients, providers and third parties. Ensure all work meets FCA and internal compliance requirements. Manage cases and deadlines through to completion. Provide technical and administrative support before and after client meetings.

About You Previous experience as a Paraplanner within an IFA or wealth management environment. Strong knowledge of pensions, investments and financial planning. Excellent research, analytical and report-writing skills. Strong attention to detail and understanding of compliance requirements. Level 4 Diploma in Financial Planning or working towards it would be advantageous. Able to manage multiple cases and work effectively alongside Financial Advisers.