Job Description
Paraplanner Independent Financial Planning Practice Ewloe
Are you an experienced Paraplanner looking for a role within a well-established independent financial planning practice?
This opportunityoffers a chance to work closely with a team of Financial Planners, providing high-quality technical support and helping clients achieve their financial goals.
The Role:
* Supporting advisers with research, suitability reports, and financial planning recommendations
* Conducting in-depth product and provider research
* Preparing client reports and maintaining accurate records
* Ensuring compliance with industry regulations
* Working closely with advisers to deliver an excellent client experience
What Were Looking For:
* Previous experience as a Paraplanner within an IFA environment
* Level 4 Diploma qualified (or working towards it)
* Strong knowledge of financial products, pensions, and investments
* Excellent analytical and report-writing skills
* Ability to work independently and as part of a team
Whats on Offer:
* Competitive salary based on experience
* Support with further qualifications and career progression
* A supportive and collaborative team environment
If youre a detail-oriented, motivated Paraplanner looking to take the next step in your career, wed love to hear from you.
?? Apply now or get in touch for more details!
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