My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether youre early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support. As a Paraplanner youll be at the heart of our client service delivery. Youll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.
The Role
* To work as part of the Wealth Management team providing an excellent service to their clients
* Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection
* Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports
* Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking
* Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies
The Candidate
Keen to play an active role in a dynamic team and will...
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