Paraplanning Professional

1 week ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

About the Role

The successful candidate will have experience as a Paraplanner, with a strong understanding of financial planning principles and practices. You will be responsible for preparing pre-approval documents, conducting research and analysis, and writing comprehensive suitability reports.

Key Responsibilities

  • Prepare pre-approval documents and suitability reports
  • Conduct research and analysis to support financial planning decisions
  • Provide report writing support to Financial Advisors

Requirements

  • Experience as a Paraplanner or related role
  • Strong knowledge of financial planning principles and practices
  • Level 4 Diploma in Financial Planning or equivalent qualification

What We Offer

  • A competitive salary of up to $3,000 per annum
  • Company benefits package
  • Hybrid working arrangements
  • Opportunities for career progression and professional development

Location

The role is based in the Wirral, with easy access to public transportation links.



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