Location
Southport
Salary: £35,000 - £45,000
Type: Permanent
Workplace: On-Site
Reference: Ref87621
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. The firm values collaboration, professional development, and a strong office culture, with many advisers developed in-house.
This is a fully office-based role in newly designed premises. Responsibilities include:
1. Supporting advisers with research, analysis, and suitability report writing
2. Preparing client reports and recommendations
3. Liaising with clients and providers to gather relevant information
4. Ensuring compliance with industry regulations and internal processes
5. 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.
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