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Paraplanner

Paraplanner

Salary: £40,000 - £50,000

Bury, Lancashire

Are you a detail-oriented and highly organised Paraplanner looking to take the next step in your career? A Financial Planning firm based in Bury is seeking a talented and experienced Paraplanner to join the team in Bury, Lancashire, supporting our financial advisers in delivering exceptional client service.

Key Responsibilities:

  • Preparing suitability reports and financial plans for clients
  • Conducting research on financial products, investment solutions, and financial planning strategies
  • Analysing client portfolios and making recommendations in line with their financial objectives
  • Ensuring all reports and documentation are compliant with FCA regulations
  • Liaising with financial advisers and clients to support the financial planning process
  • Maintaining up-to-date knowledge of industry trends and regulatory changes

 

About You:

  • Previous experience in a Paraplanner role, ideally within an IFA or wealth management firm
  • Level 4 Diploma in Financial Planning (or working towards it)
  • Strong technical knowledge of pensions, investments, protection, and taxation
  • Excellent written and verbal communication skills
  • Proficient in some financial planning software and Microsoft Office
  • Ability to work independently and as part of a team

In return:

  • Competitive salary and benefits package
  • Career development and support with further qualifications
  • A friendly and professional team environment

 

If you are a motivated Paraplanner with a passion for financial planning and client service, we’d love to hear from you!

Please click to apply

Permanent
18 March 2025
Financial Planning
Paraplanner
Greater Manchester, North Manchester
Salary: £40,000 - £50,000