Paraplanning Professional

6 days ago


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

We are seeking a skilled Paraplanning Professional to join our team at Premier Jobs UK Limited. As a Paraplanning Professional, you will be responsible for providing research, analysis, and report writing support to assist the Financial Advisors in delivering quality financial planning solutions.

Your duties will include preparing pre-approval documents, providing accurate suitability reports, and utilizing technology to produce accurate solutions. You will also be responsible for undertaking financial calculations, ensuring advice documentation is compliant, and effectively communicating internally and externally.

To be successful in this role, you should have experience as a Paraplanner, good knowledge of financial planning, and confidence in undertaking research and financial calculations. A Level 4 Diploma in Financial Planning or equivalent is also required.

This role offers a competitive salary of up to £45,000 depending on experience, plus company benefits including 4x DIS, PMI, Group Income Protection, and more.



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