Senior Paraplanner - Wealth & Retirement Planning

Express Recruitment

East Midlands

On-site

GBP 39,000 - 47,000

Full time

6 days ago

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Job summary

Express Recruitment are delighted to be working with a highly respected Financial Planning firm to recruit an experienced Paraplanner. You will support Advisers, prepare personalised suitability reports, conduct technical research and ensure all client work is accurate and compliant.

Working with Advisers and senior team members, you will contribute across retirement planning, investments, protection, IHT and trust planning, and business planning, delivering quality client recommendations within

Qualifications

Experience as Paraplanner in Financial Planning or Wealth Management environment.
Strong technical knowledge across pensions, investments and wider financial planning.
Ability to analyse client records and provide detailed technical commentary.
Experience preparing suitability reports, client letters and supporting financial planning documentation.
Ability to manage multiple cases with strong organisation and deadlines.

Responsibilities

Prepare personalised suitability reports and client letters.
Conduct detailed technical research and ensure compliance and accuracy of client work.
Support Advisers and wider team across retirement planning, investments, protection, IHT and trust planning.
Assist with business submissions and preparation of presentation packs.
Meet deadlines while handling multiple cases and priorities.