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Permanent

Paraplanner

City
money-bag 45000.00-45000.00 Annual
3149111939
Posted Today

Paraplanner Location: North West (Hybrid)Job Type: Full-time, PermanentSalary: Competitive (DOE) Are you an experienced Paraplanner looking to join a forward-thinking Independent Financial Adviser with an outstanding benefits package and a genuine commitment to employee wellbeing? Our client is a highly respected financial planning firm, providing tailored advice across pensions, investments, protection and inheritance tax planning. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative technical team. This is an excellent opportunity for a technically minded individual who enjoys producing high-quality financial planning recommendations and wants to be part of a business that values both professional development and work-life balance. The Role Working closely with Financial Advisers, you''ll play a key role in delivering comprehensive financial planning solutions for clients. Your responsibilities will include: Preparing detailed and compliant suitability reports Conducting technical research across pensions, investments, protection, bonds, trusts and inheritance tax planning Supporting advisers with complex financial planning cases Producing clear and accurate recommendations that align with FCA Consumer Duty principles Managing and maintaining accurate client records and documentation Ensuring all work meets FCA regulations and internal compliance standards Working collaboratively with advisers and the wider ..... full job details .....

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