Paraplanner

Paraplanner

Location Farnham, Surrey (GU9) Hybrid or Remote working

Salary
- Negotiable
- Highly Competitive

This is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients.
You will be providing technical expertise and support to both the Senior Partner and a growing next-generation Adviser through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be invited to attend client meetings and presentations to support the process.

You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.

Key Responsibilities:
Paraplanner

Technical Support

• Conduct research across pensions, investments, protection, and estate planning solutions
• Prepare and write clear, compliant, and client-focused suitability reports
• Analyse existing client arrangements and identify opportunities to enhance current plans
• Assist with technical queries and financial planning strategies

Case Ownership

• Assist in managing cases from beginning to end, alongside the Advisers and administration team