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Job Description
WILMSLOW
Salary Competitive TypePermanent WorkplaceOn-Site Ref89931Recruiter Managing This Role
Paraplanner Job Description
Overview
We are seeking an experienced and detail-oriented Paraplanner to support Financial Advisers in delivering high-quality, compliant financial advice. The Paraplanner will be responsible for research, analysis, report writing, and ensuring recommendations align with client objectives and regulatory requirements.
Key Responsibilities
Prepare detailed suitability reports in line with FCA requirements
Conduct research and analysis across pensions, investments, protection and other financial planning products
Analyse client fact-finds and assess financial objectives
Undertake cashflow modelling and scenario planning
Liaise with p...