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Paraplanner

Wilmslow
£40,000 - £45,000 a year
Posted: 11h ago
Offer description

Paraplanner – £45,000 Nottingham/ Wilmslow/ Glasgow/ Aberdeen- Hybrid Join a forward-thinking, independent financial advice business committed to client-first, tailored financial planning. We're looking for a skilled Diploma-qualified Paraplanner to support our advisers through expert research, technical analysis, and the preparation of compliant, client-focused recommendation reports. What you’ll be doing: ✔️ Collaborating with advisers to analyse client needs & objectives ✔️ Conducting research and cashflow modelling ✔️ Preparing tailored suitability reports ✔️ Maintaining accurate client records ✔️ Supporting a high standard of compliance and service What we’re looking for: Level 4 Diploma in Financial Planning Strong technical knowledge across pensions, investments & protection IFA/Wealth Management experience Great communication, organisation & attention to detail If you're a detail-driven Paraplanner looking for your next challenge, apply now or message me for a confidential conversation

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