Paraplanner
other jobs mbf.
Added before 4 Days
- England,North West,Lancashire
- Full Time, Permanent
- £30,000 - £40,000 per annum, negotiable
Job Description:
Paraplanner
Location: Lytham
Contract: Full-time, Permanent
Hours: 37.5 hours per week
Salary: Up to £40,000 (dependent on experience)
A well-established financial services firm in Lytham is seeking an experienced or semi-qualified Paraplanner to join their growing team. This is an excellent opportunity to contribute to a professional, supportive environment while delivering high-quality financial planning solutions to clients across the UK.
The company require previous report writing experience but they are willing to take on candidates who have not yet completed their Diploma qualification. However, Level 4 qualified candidates will be preferred.
Key Responsibilities:
* Conduct research on financial products, funds, and technical matters to support advisers.
* Prepare detailed suitability reports that provide clear, compliant recommendations.
* Maintain and nurture strong client relationships, responding to enquiries promptly.
* Keep accurate client records, including risk profiles and compliance documentation.
* Ensure all work adheres to regulatory and legislative standards.
* Stay informed on industry trends, regulatory changes, and new financial products.
* Collaborate with advisers and administrative teams to achieve excellent client outcomes.
Candidate Requirements:
* Minimum 2 years’ experience in paraplanning or a similar role, producing detailed reports.
* Level 4 Diploma in Financial Planning (or equivalent) or actively working towards it.
* Strong technical knowledge of pensions, retirement planning, investments, tax planning, and financial regulation.
* Excellent written and verbal communication skills, with the ability to simplify complex concepts.
* Exceptional attention to detail and organisational skills, with the ability to manage multiple priorities.
* Team player with a proactive approach to learning and professional development.
* Proficient in Microsoft Office, including Word, Excel, and Outlook.
Benefits:
* Competitive salary up to £40,000 depending on experience.
* Benefits package including potential hybrid working for a better work-life balance.
* Opportunity to grow professionally in a respected, long-standing financial services firm.
Location: Lytham
Contract: Full-time, Permanent
Hours: 37.5 hours per week
Salary: Up to £40,000 (dependent on experience)
A well-established financial services firm in Lytham is seeking an experienced or semi-qualified Paraplanner to join their growing team. This is an excellent opportunity to contribute to a professional, supportive environment while delivering high-quality financial planning solutions to clients across the UK.
The company require previous report writing experience but they are willing to take on candidates who have not yet completed their Diploma qualification. However, Level 4 qualified candidates will be preferred.
Key Responsibilities:
* Conduct research on financial products, funds, and technical matters to support advisers.
* Prepare detailed suitability reports that provide clear, compliant recommendations.
* Maintain and nurture strong client relationships, responding to enquiries promptly.
* Keep accurate client records, including risk profiles and compliance documentation.
* Ensure all work adheres to regulatory and legislative standards.
* Stay informed on industry trends, regulatory changes, and new financial products.
* Collaborate with advisers and administrative teams to achieve excellent client outcomes.
Candidate Requirements:
* Minimum 2 years’ experience in paraplanning or a similar role, producing detailed reports.
* Level 4 Diploma in Financial Planning (or equivalent) or actively working towards it.
* Strong technical knowledge of pensions, retirement planning, investments, tax planning, and financial regulation.
* Excellent written and verbal communication skills, with the ability to simplify complex concepts.
* Exceptional attention to detail and organisational skills, with the ability to manage multiple priorities.
* Team player with a proactive approach to learning and professional development.
* Proficient in Microsoft Office, including Word, Excel, and Outlook.
Benefits:
* Competitive salary up to £40,000 depending on experience.
* Benefits package including potential hybrid working for a better work-life balance.
* Opportunity to grow professionally in a respected, long-standing financial services firm.
Job number 2938688
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