Paraplanner

6 days ago


Chorley, United Kingdom Heat Recruitment Full time

The opportunity for an experienced Paraplanner to join a leading regional Financial Planning practice in Lancashire.
**What will the role entail?**
- Accurately interpret the advisers client files to ascertain the client’s needs and advisers instructions to translate this successfully into a Financial Planning Report.
- Carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client’s needs.

**What's on offer?**
- up to 28 days holiday + bank holidays
- company pension contributions
- DIS
- hybrid working
- full support with professional qualifications
- staff bonus scheme
- Free on-site parking.

**What next?**
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
**Synonyms**: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Wealth Management, Financial Planning, Paraplanning, Para-planner, Financial Advice, IFA


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