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Recruiter Managing This Role

• Pension contributions matched at 4% (increases to 6% after successful probation)
• PMI, PHI, and Death in Service schemes after probation
• Onsite parking and gym facilities
• 21 days holiday per annum (increases annually up to 25 days) plus bank holidays

We are working alongside a Chartered Financial Planning Firm, Discretionary Asset Manager, and Tax Planning Specialist who are looking to add a Paraplanner to their wealth department. The business caters to high net worth and ultra-high net worth individuals, providing comprehensive financial services.

Roles and Responsibilities: As a Paraplanner, you will:

• Arrange client meetings with Financial Planner(s) and produce accurate meeting notes and action points.
• Ensure accurate reflection of client data in the Fact Find document and on our back-office systems.
• Prepare client financial plans and suitability reports under the guidance of Financial Planner(s).
• Document and evidence research and analysis of financial products to meet client needs.
• Complete research for product recommendations, obtaining compliance sign-off if required.

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Created on 28/04/2025 by TN United Kingdom