Paraplanner

Posted:	02/04/25
Recruiter:	Talent Guardian
Reference:	2924000448
Type:	Permanent
Salary:	£40,000 - £45,000 Annual
Location:	Wigan, Lancashire
Description:	Paraplanner Location: Wigan / Hybrid Hours: Monday to Friday, 9:00 AM 5:00 PM Salary: £45,000 per annum Are you an experienced Paraplanner looking to take the next step in your career? We are seeking a Paraplanner for a well-established Financial Planning firm based in Wigan. This role is perfect for someone who wants to work with a dedicated team in a constantly evolving company. As a Paraplanner, you will play a key role in supporting Financial Planners by preparing detailed reports, conducting research, and ensuring that our clients receive exceptional service. Your expertise will be crucial in helping clients achieve their financial goals. Key Responsibilities: Prepare high-quality financial planning reports and recommendations Conduct research on financial products and investment strategies Assist with cash flow modelling and technical analysis Ensure all client documentation is compliant and up to date Work closely with Financial Advisers and Administrators to provide seamless client support What We re Looking For: Experience as a Paraplanner within a Financial Planning firm is beneficial Strong knowledge of pensions, investments, and protection products Excellent attention to detail and analytical skills Ability to work effectively in a collaborative, office-based environment What is on offer: £45,000 per annum & benefits package Support for further qualifications and career development Friendly and professional team environment A chance to work with a highly regarded Financial Planning firm If you are an experienced Paraplanner looking for a new opportunity in a supportive and professional environment, we d love to hear from you!
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Paraplanner

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