Opportunity Description
LYMM
Salary Competitive TypePermanent WorkplaceOn-Site Ref89890Recruiter Managing This Role
We are working with a well-established and growing financial planning firm that is looking to appoint an experienced Paraplanner to support its team of advisers.
This is a fantastic opportunity to join a professional, client-focused business where paraplanning is highly valued and plays a key role in delivering quality financial advice.
The Role
As a Paraplanner, you will work closely with advisers to provide technical support and ensure advice is compliant, accurate, and tailored to client objectives.
Key responsibilities will include:
Preparing suitability reports and recommendations
Conducting technical research across pensions, investments, protection, and tax planning
Analysing existing client portfolios and making recommendations
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