Paraplanning Specialist

About the Job

We are seeking a skilled Paraplanner to join our financial planning team in the Wirral. As a key member of our team, you will be responsible for providing high-quality support to our Financial Advisors and helping them to deliver excellent financial planning solutions to their clients.

Your Key Responsibilities

• Providing research and analysis support to our Financial Advisors to help them understand client needs and provide tailored solutions.
• Preparing pre-approval documents and suitability reports that meet the highest standards of compliance and quality.
• Working closely with our Financial Advisers to gather sufficient information from clients and providing clear instructions to our administrators to ensure proposals and documents are completed correctly.

About Our Team

We are a growing IFA firm with a strong focus on allowing our individuals to grow and develop. We offer a hybrid working model, excellent career progression, and individual development plans shaped around your desired career path.

What We Offer

• Salary of up to £45,000 depending on experience plus company benefits.
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days.