Fram is excited to partner with an established Financial planning firm company based in Lancashire. Due to growth, they are looking to hire a level 4 Paraplanner to provide comprehensive support to the Financial Planning team. Paraplanners, work in a pod system supporting 4 financial advisors, allowing you to get to know the clients, Financial planning product and providers well. This is a varied and busy position requiring the successful candidate to provide a full range paraplanning support including knowledge or Pensions, retirement planning, investments, and tax planning Some of the responsibilities: Research financial products and funds, and conduct technical research on existing and new products Write finance reports, cash flow analysis, and suitability reports Build relationships with clients, respond to client inquiries Maintain client records, including risk profiles and compliance paperwork Ensure compliance with regulations and legislative obligations Provide technical support and knowledge to financial advisors and other staff Keep up to date with industry knowledge and new products Collaborate with financial advisors and the administration team An ideal candidate will have at least a few years’ paraplanning experience within an IFA. Experience writing complex and details reports along with a good knowledge of Word, Excel and Outlook, with excellent customer service, written and verbal communication skills. Candidates must be level 4 or very close too.