Junior Paraplanner | Bolton | Hybrid Working | £37,000 An established financial advice firm is seeking a Paraplanner to support advisers in delivering high-quality, whole-of-market financial planning. The role: Working closely with IFAs, you’ll ensure clients receive the best possible advice and service. Responsibilities include: Conducting whole-of-market research and reviewing client products/investments Preparing suitability reports, recommendation letters, and application documents Supporting advisers with client reviews, cashflow forecasts, and risk assessments Submitting applications and resolving issues promptly Maintaining accurate client records on CRM systems Providing general administrative support and contributing to process improvements The person: Experience supporting financial advisers is essential and the business will develop research, analytical and report writing skills. Strong attention to detail, confident communication, and the ability to manage workloads independently are essential. Good IT knowledge (Word, Excel, CRM systems) required, with a proactive, solutions-focused attitude Unsure if you should apply? Or you don't have a CV? No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.