Job Advert: Paraplanner
Salary: £30,000 - £40,000 (plus company benefits)Location: Lytham St AnnesJob Type: Permanent, Hybrid Working Available (post-probation)
About Us:Our client is a reputable and long-established financial services firm, currently seeking an experienced Paraplanner. This position is a result of their continued growth and success in providing exemplary financial planning services. The business is well-known in the area and has a stable, close-knit team who enjoy working together to keep up high service levels for their clients. MBF have placed a number of the staff within this team over the years, who are enjoying successful careers.
Role Overview:As a Paraplanner, you will collaborate closely with Financial Advisers and other team members to deliver first class financial planning services. This includes preparing detailed suitability reports, implementing financial recommendations, and ensuring comprehensive documentation and client records.
Key Responsibilities:
1. Collaborate with Financial Advisers to address client queries and compile financial planning reports.
2. Gather and analyse client data, adhering to the 'know your client' principle.
3. Prepare suitability letters and detailed financial reports for senior review.
4. Assist with administrative tasks, including new...