Paraplanner

Job Description

Are you a Diploma Qualified Paraplanner seeking a hybrid role within an award winning firm?.....

An excellent opportunity has arisen for an experienced Paraplanner to join a well-established and highly respected financial planning firm based in the North Liverpool area. This is a hybrid role offering flexibility and the chance to work with a team of Chartered professionals in a top 100 IFA firm.


The Role

The Paraplanner will play a key part in supporting Financial Planners in delivering high-quality advice to clients. This includes conducting in-depth research and analysis, preparing suitability reports, and helping formulate financial plans aligned to clients' needs and objectives.


Key Responsibilities

* Researching and analysing financial strategies and products to support client recommendations
* Preparing suitability reports and supporting documentation
* Producing cashflow modelling and compiling financial data
* Liaising with product providers and ensuring smooth follow-up of client requirements
* Supporting Financial Planners with client presentations and annual review processes
* Maintaining a high standard of compliance in line with regulatory requirements
* Keeping up to date with legislative and industry changes


Requirements