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