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Jobs  /  Paraplanning  /  Southport

Paraplanner

up to £50,000SouthportPermanentPosted 2 months ago

Paraplanner

We are currently recruiting for an experienced Paraplanner to join a growing national wealth management business based in Wigan.

This is an excellent opportunity to join a well-established firm that offers the resources and career opportunities of a larger organisation while maintaining a supportive and flexible working environment.

The successful candidate will work closely with Financial Planners, providing high-quality technical support across a broad range of financial planning cases. The company is particularly interested in people who want to continue developing, whether that means progressing into a more senior technical position or potentially moving towards Financial Advice in the future.

  • Working pattern: Hybrid

Key responsibilities will include

  • • Conducting detailed research and analysis
  • • Preparing suitability reports and financial planning recommendations
  • • Supporting Financial Planners with technically complex cases
  • • Reviewing clients’ existing arrangements and identifying suitable solutions
  • • Ensuring all advice and documentation meet regulatory and internal standards
  • • Working closely with Financial Planners, Administrators and other members of the wider support team
  • • Maintaining accurate client records and helping to deliver a consistently high standard of service

About you

  • • Previous experience working in a Paraplanning role
  • • A minimum of approximately one year’s relevant Paraplanning experience
  • • Level 4 Diploma qualified
  • • Strong technical knowledge across pensions, investments and protection
  • • Good research, analytical and report-writing skills
  • • A careful and organised approach with excellent attention to detail
  • • Comfortable working collaboratively with Financial Planners and support colleagues

The package includes

The company has a strong record of supporting internal development and is open to helping Paraplanners build their careers in the direction that best suits their strengths and ambitions.

  • • Salary of up to £45,000, depending on experience
  • • Hybrid working
  • • Comprehensive company benefits
  • • Generous support towards further professional qualifications
  • • Up to eight dedicated study days
  • • Employee share scheme contribution
  • • Opportunities to progress into a Senior Paraplanner position
  • • A potential pathway into Financial Advice for those who wish to pursue it

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Also open

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Paraplanner, Southport — mbf