Paraplanner

Paraplanner – Office-Based, Southport

A well-established and forward-thinking financial planning firm in Southport is looking for an experienced paraplanner to join their growing team. With a team of advisers, including many of whom have been developed in-house, the firm values collaboration, professional development, and a strong office culture.

This is a fully office-based role in newly designed premises, and responsibilities include: 

• Supporting advisers with research, analysis, and suitability report writing
• Preparing client reports and recommendations
• Liaising with clients and providers to gather relevant information
• Ensuring compliance with industry regulations and internal processes
• Managing and maintaining accurate client records

Requirements:

• Proven experience as a paraplanner within a financial planning firm
• Ideally Diploma qualified, or studying toward completion
• Strong technical knowledge of financial products, investments, pensions, and tax planning
• Ability to work closely with advisers and administrators in a team environment
• Excellent attention to detail and organisational skills

Salary is dependent on experience, as the priority is finding the right person to fit the firm’s culture and team.

If you are an experienced paraplanner looking for an opportunity to be part of a supportive and forward-thinking team, please get in touch to discuss further.