Paraplanning Support Specialist

4 weeks ago


Wirral, United Kingdom Premier Jobs UK Limited Full time
Paraplanning Job Description

We are looking for a highly skilled Paraplanner to join our team in the Wirral. As a key member of our Financial Advisory team, you will be responsible for providing expert paraplanning support, ensuring seamless delivery of holistic financial planning solutions to our clients.

Job Overview:

This is an exciting opportunity for a career-driven individual to join our growing company. We offer a collaborative environment where you can progress into various areas, such as advice, compliance, or management.

Key Accountabilities:
  • Support Financial Advisors in delivering financial planning solutions
  • Prepare and review pre-approval documents and suitability reports
  • Develop and maintain strong relationships with clients
  • Ensure compliance with advice documentation and regulatory requirements
Requirements:
  • Experience as a Paraplanner with a Level 4 Diploma in Financial Planning
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to work accurately and efficiently under pressure
What We Offer:
  • Salary up to £45,000 per annum
  • Comprehensive company benefits package
  • Opportunities for professional development and career progression
  • Flexible working arrangements


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