Location

Warrington

Salary £37000 - £50000 TypePermanent WorkplaceOn-Site Ref89915

Recruiter Managing This Role

About the Role

We are seeking an experienced Paraplanner to support our financial advisory team. The successful candidate will prepare technical reports, assist with client reviews, and ensure all advice documentation meets regulatory and compliance standards.

This is an excellent opportunity for a detail-oriented, proactive professional to contribute to a busy and growing practice.

Key Responsibilities

Prepare suitability reports, annual reviews, and financial planning documentation

Assist advisers with research, technical analysis, and client documentation

Ensure all advice and reports comply with FCA regulations and firm standards

Maintain accurate client records and support administrative ...