Financial Planning Expert

3 weeks ago


Padiham, United Kingdom MERJE Full time

Job Overview

The ideal candidate will possess a strong understanding of the financial planning process and be able to produce professional and technical reports to support the advice process. As a Paraplanner, you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.

This role requires excellent analytical and research skills, with the ability to interpret data obtained by advisers during client meetings and provide solutions to meet client needs and objectives. In addition, you will need to have a high level of technical knowledge of investments and Pensions advice.

Salary: £45,000 - £55,000 per annum (dependent on experience)



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