Exciting Opportunity: Experienced Paraplanner Wanted!

Are you an experienced Paraplanner with a passion for financial services? Join our clients dynamic Wealth Management Team in Stamford!

We're seeking a dedicated Paraplanner to prepare Suitability Reports and manage new and existing business, focusing on Investments and Pensions. If you have the drive to deliver high-quality work accurately and efficiently, we want to hear from you!

Salary up to £45,000 depending on experience

Key Responsibilities:

• Prepare Suitability Reports and process new and existing business.
• Maintain and update our case management system.
• Ensure compliance with policies, FCA regulations, and best practices.
• Support IFAs and senior staff with administrative duties.
• Utilize cash flow modeling tools where appropriate.
• Liaise with product providers, clients, and industry professionals.
• Prepare annual client reviews.

To be considered:

• Diploma in Financial planning or working towards
• Experience as a Paraplanner crafting suitability reports.