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Paraplanner

Lytham
Permanent
Staff Power Group
Posted: 3 February
Offer description

Paraplanner Lytham | Wealth Management A well-established financial planning firm in Lytham is seeking an experienced Paraplanner to support advisers in the delivery of high-quality, compliant financial planning advice. Key responsibilities * Preparing suitability reports, review packs and client documentation * Researching pensions, investments and protection solutions * Producing cashflow modelling and technical analysis * Ensuring all advice meets FCA and internal compliance standards * Liaising with advisers, providers and internal teams to progress cases Requirements * Previous experience in a Paraplanner role within wealth management * Strong technical knowledge of pensions and investments * Level 4 Diploma in Financial Planning is essential * High attention to detail and strong report-writing skills Benefits * Competitive salary and benefits package * Supportive team environment...

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