Paraplanner
Chorley, Lancashire
Employment Type: Full-Time
Salary: £28,000 - £34,000
Respected and growing financial advisory firm based in Lancashire, providing tailored financial advice and wealth management services. The team is dedicated to delivering high quality, client-focused solutions and building lasting relationships. The Financial Services firm are seeking an experienced and detail oriented Paraplanner to join the team.
As a Paraplanner, you will play a vital role in supporting the Financial Advisors by preparing and analysing financial plans, conducting research, and providing technical expertise. This position is ideal for someone with strong analytical skills, a solid understanding of financial planning principles, and a passion for delivering high quality support in a collaborative environment.
Key Responsibilities:
* Work alongside Financial Advisors to prepare and maintain client financial plans.
* Conduct detailed research on investment options, pension plans, and other financial products.
* Prepare suitability reports and recommendations based on clients' financial objectives and risk tolerance.
* Ensure compliance with relevant financial regulations and company standards.
* Assist with the review and update of client information and financial documents.
* Support client meetings by preparing necessary documentation and conducting follow-ups as needed.
* Stay informed about changes in financial markets, products, and regulations.
Experience & Qualifications:
* Diploma in Financial Planning or nearly completed the diploma.
* Proven experience in a Paraplanner role, ideally within a financial advisory firm.
* Strong knowledge of financial planning, investments, pensions, and protection products.
* Excellent analytical and problem solving skills.
* High attention to detail and ability to produce accurate, compliant financial reports.
* Proficiency in financial planning software and Microsoft Office suite.
In return you will receive:
* Competitive salary and benefits package.
* Opportunities for professional development and progression within the firm.
* Supportive and collaborative work environment.
* Convenient location in Chorley.
How to Apply:
If you are an experienced Paraplanner and would be interested in the job opportunity please apply with your cv.
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