Paraplanner

Deeside, Flintshire

£32,000 - £35,000 plus bonus

Great opportunity to work for a top 250, growing, privately held independent financial advisor firm in the North West

Key Responsibilities:

• Work alongside Financial Advisors and Client Relationship Managers to prepare and maintain client financial plans.
• Conduct detailed research on investment options, pension plans, and other financial products.
• Prepare suitability reports and recommendations based on clients' financial objectives and risk tolerance.
• Ensure compliance with relevant financial regulations and company standards.
• Assist with the review and update of client information and financial documents.
• Support client meetings by preparing necessary documentation and conducting follow-ups as needed.
• Stay informed about changes in financial markets, products, and regulations.

Experience & Qualifications:

• Ideally Level 4 Diploma in Financial Planning or nearly completed the diploma.
• Proven experience in a Paraplanner role, ideally within a financial advisory firm.
• Strong knowledge of financial planning, investments, pensions, and protection products.
• Excellent analytical and problem solving skills.
• High attention to detail and ability to produce accurate, compliant financial reports.
• Proficiency in financial planning software and Microsoft Office suite.

In return you will receive:

• Competitive benefits package, including 33 days holiday to increase with length of service
• Good Bonus scheme
• Opportunities for professional development and progression within the firm.
• Hybrid working after probation