Opportunity Description
Location
Warrington
Salary £37000 - £50000 TypePermanent WorkplaceOn-Site Ref89915Recruiter Managing This Role
About the Role
We are seeking an experienced Paraplanner to support our financial advisory team. The successful candidate will prepare technical reports, assist with client reviews, and ensure all advice documentation meets regulatory and compliance standards.
This is an excellent opportunity for a detail-oriented, proactive professional to contribute to a busy and growing practice.
Key Responsibilities
Prepare suitability reports, annual reviews, and financial planning documentation
Assist advisers with research, technical analysis, and client documentation
Ensure all advice and reports comply with FCA regulations and firm standards
Maintain accurate client records and support administrative ...