Paraplanning Professional
1 week ago
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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