Job Description
Location
Middleton
Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref89838Recruiter Managing This Role
Overview
An established and growing independent financial planning firm is seeking an experienced Paraplanner to join its team. This is an excellent opportunity for a technically strong individual who enjoys working closely with advisers and producing high-quality, compliant client documentation.
Key Responsibilities
Produce clear, compliant and technically accurate suitability reports
Carry out product, fund and platform research
Analyse client information and support the end-to-end advice process
Work closely with Financial Advisers to develop appropriate recommendations
Maintain accurate client records in line with FCA requirements
Liaise with providers, p...