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