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
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Preparing suitability reports, review packs and client documentation
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Researching pensions, investments and protection solutions
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Producing cashflow modelling and technical analysis
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Ensuring all advice meets FCA and internal compliance standards
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Liaising with advisers, providers and internal teams to progress cases
Requirements
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Previous experience in a Paraplanner role within wealth management
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Strong technical knowledge of pensions and investments
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Level 4 Diploma in Financial Planning is essential
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High attention to detail and strong report-writing skills
Benefits
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Competitive salary and benefits package
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Supportive team environment