Paraplanner Support Role

1 week ago


Chorley, Lancashire, United Kingdom Prestige Recruitment Group Full time
Prestige Recruitment Group

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:
  1. Work closely with Financial Advisors to create and update client financial plans, adhering to regulatory requirements.
  2. Investigate and recommend various financial products, including pensions and investments.
  3. 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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