Location

WILMSLOW

Salary Competitive TypePermanent WorkplaceOn-Site Ref89931

Recruiter 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...