Are you a Diploma Qualified Paraplanner seeking a hybrid role within an award winning firm?.....
An excellent opportunity has arisen for an experienced Paraplanner to join a well-established and highly respected financial planning firm based in the North Liverpool area. This is a hybrid role offering flexibility and the chance to work with a team of Chartered professionals in a top 100 IFA firm.
The Role
The Paraplanner will play a key part in supporting Financial Planners in delivering high-quality advice to clients. This includes conducting in-depth research and analysis, preparing suitability reports, and helping formulate financial plans aligned to clients' needs and objectives.
Key Responsibilities
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Researching and analysing financial strategies and products to support client recommendations
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Preparing suitability reports and supporting documentation
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Producing cashflow modelling and compiling financial data
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Liaising with product providers and ensuring smooth follow-up of client requirements
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Supporting Financial Planners with client presentations and annual review processes
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Maintaining a high standard of compliance in line with regulatory requirements
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Keeping up to date with legislative and industry changes
Requirements
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Diploma in Regulated Financial Planning (minimum)
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At least three years’ experience in a financial ...