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Permanent

Paraplanner

Altrincham
money-bag 45000.00-45000.00 Annual
3150727492
Posted Today

Paraplanner Location: South ManchesterJob Type: Full-time, PermanentSalary: Competitive (DOE) Are you an experienced Paraplanner looking to join a well-established wealth management firm that genuinely invests in its people? We''re recruiting for a technically strong Paraplanner to support a team of Financial Consultants, delivering high-quality research, suitability reports and technical expertise. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to develop their career within a supportive, professional environment. The Role Working closely with Financial Consultants and the wider support team, you''ll be responsible for: Producing high-quality investment and suitability reports for new and existing clients Preparing pre-investment packs to support financial planning recommendations Conducting market and investment research to ensure recommendations remain competitive and appropriate Providing technical support and guidance to the administration team Building and maintaining relationships with investment and insurance providers Ensuring all work is completed in line with FCA regulations and Conduct Rules Supporting advisers with complex technical cases where required About You We''re looking for someone who has: At least 2 years'' experience as a Paraplanner within an IFA or Wealth Management firm Level 4 Diploma in Financial Planning (or currently working towards it) Strong knowledge of pensions, investments and ..... full job details .....

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