Paraplanner Support Role
1 week ago
We have partnered with a prestigious financial advisory firm in Chorley, Lancashire, to find an accomplished Paraplanner. This highly rewarding role offers a salary of £33,000 - £37,000 per annum, making it an attractive choice for those seeking a career in financial services.
About the Job:- Work closely with Financial Advisors to create and update client financial plans, adhering to regulatory requirements.
- Investigate and recommend various financial products, including pensions and investments.
- Produce comprehensive suitability reports and make recommendations aligned with clients' goals.
The ideal candidate will hold a Diploma in Financial Planning and possess significant experience as a Paraplanner. As part of our client's dedicated team, you will contribute to building lasting relationships with clients.
Requirements:
- Diploma in Financial Planning or equivalent experience.
- Strong knowledge of financial planning principles and products.
- Excellent analytical and communication skills.
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Paraplanner Role in Chorley Office
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