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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