Paraplanner

We’re looking for a detail-oriented, proactive Paraplanner to support our financial planning team in delivering high-quality advice to clients. You’ll play a key role in researching financial strategies, preparing reports, and ensuring all recommendations are compliant, well-structured, and aligned with client goals.This new teammate will be working directly with advisers and clients taking the case from A to Z. Once the plan is developed, this role will be to drive the entire plan through the process which includes applications filled out, processed and issued and assets moved. This person will also help with rollovers and distributions from clients. This is a remote role but if this person wants to work out of the office they can.Key ResponsibilitiesWork closely with financial advisers to develop tailored financial plans for clientsConduct in-depth research across pensions, investments, insurance, and tax planningPrepare high-quality suitability reports and recommendation documentsReview and analyze client fact-finds, risk profiles, and existing arrangementsLiaise with product providers to obtain quotes, projections, and product informationEnsure all advice complies with current regulations and internal policiesKeep client records and back-office systems accurate and up to dateMonitor industry trends and regulatory changes to support compliant adviceSkills & QualificationsPrevious experience in a paraplanning or similar financial services roleStrong technical knowledge of financial products, tax, and complianceExcellent written communication and report-writing skillsAttention to detail and a methodical approach to workProficiency in financial planning software and CRM toolsStrong organizational and time-management skillsIdeal candidate possesses Series 7, 66What We OfferCompetitive salary based on experienceSupport for continued professional development and qualificationsCollaborative, client-focused work environment#J-18808-Ljbffr