Senior Paraplanner: Wealth Planning & Technical Research

Wild Berry Associates; Greater London; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

25 days holiday plus bank holidays

Private medical insurance

Employer pension contributions

Enhanced parental leave

Study support towards qualifications

Career progression opportunities

Collaborative working environment

Job summary

Wild Berry Associates is a growing financial planning business in Greater London seeking an experienced Paraplanner to support Financial Planners across pensions, investments, protection, tax planning and estate planning. You will produce high-quality suitability reports, assist with cashflow forecasting, and liaise with providers to progress cases.

Ideal candidates will have DipPFS or equivalent, Paraplanning experience in Financial Planning or IFA, and strong technical knowledge of pensions,

Qualifications

• DipPFS or equivalent qualification.
• Previous Paraplanning experience within Financial Planning or IFA environment.
• Strong technical knowledge across pensions, investments, taxation, trusts and protection.
• Excellent analytical and report-writing skills with high attention to detail.

Responsibilities

• Conduct technical and product research across financial planning areas.
• Produce high-quality suitability reports and recommendation documentation.
• Assist with cashflow forecasting and financial planning analysis.
• Liaise with providers and third parties to progress cases.
• Support compliant, client-focused financial advice.
• Maintain accurate client records and documentation.

Skills

Analytical skills

Report writing

Attention to detail

Organisation

Pensions knowledge

Investments knowledge

Taxation knowledge

Estate planning

Education

DipPFS or equivalent

Tools

Voyant

FE Analytics

Job description

Wild Berry Associates is a growing financial planning business in Greater London seeking an experienced Paraplanner to support Financial Planners across pensions, investments, protection, tax planning and estate planning. You will produce high-quality suitability reports, assist with cashflow forecasting, and liaise with providers to progress cases.

Ideal candidates will have DipPFS or equivalent, Paraplanning experience in Financial Planning or IFA, and strong technical knowledge of pensions,