Paraplanner hybrid opportunity based in Suffolk, Salary up to £60,000.

Exciting opportunity for one of the most reputable financial services firms in the region. I am seeking a reliable and committed Paraplanner to take the next step in their career.

Requirements:

Level 4 Diploma in Financial Planning

Benefits:

• Really competitive salary + bonus

• Working from home 3 days a week

• Further training

• Career progression opportunities

• Amazing pension scheme

• Life assurance

What You’ll Be Doing:

• You’ll be supporting a team of experienced Financial Advisers and playing a key role in delivering top-quality financial planning services.

• Preparing detailed suitability reports and financial plans for clients.

• Conducting thorough research and analysis on investment, pension, and protection products.

• Assisting advisers with technical queries and ensuring all recommendations meet compliance standards.

• Managing client files and keeping records accurate and up to date.

• Working closely with advisers and administrators to ensure smooth client journeys.

• Staying on top of industry changes and continuing your professional development.

• Taking the next step in your career within a supportive and forward-thinking firm.

If you would like to hear more contact us directly!

CV's to O.Dunn@solutiondunn.com

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