Paraplanning Support Specialist

2 days ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Full time

About the Role

We are looking for a talented Paraplanning Support Specialist to assist our Financial Advisors in delivering exceptional financial planning solutions to clients. You will be responsible for providing research, analysis, and report writing support to ensure timely and accurate delivery of client proposals.

Key Responsibilities:

  • Preparation of pre-approval documents to ensure recommendations are suitable
  • Provision of accurate, compliant suitability reports
  • Utilization of technology to produce accurate financial solutions
  • Conducting financial calculations, including Capital Gains Tax and annual allowances
  • Ensuring all advice documentation is compliant with regulatory requirements
  • Effective communication with internal and external stakeholders
  • Collaboration with Financial Advisors to gather sufficient information
  • Providing clear instructions to the administration team for proposal completion

Benefits: A competitive salary package, opportunities for growth and development, and a dynamic work environment.



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