Paraplanner - Lytham - Staff Power Group

    Staff Power Group
    Staff Power Group Lytham

    1 week ago

    Description

    Overview

    Paraplanner
    Lytham Wealth Management

    A well-established financial planning firm in Lytham is seeking an experienced Paraplanner to support advisers in the delivery of high-quality, compliant financial planning advice.

    Key responsibilities

    • Preparing suitability reports, review packs and client documentation

    • Researching pensions, investments and protection solutions

    • Producing cashflow modelling and technical analysis

    • Ensuring all advice meets FCA and internal compliance standards

    • Liaising with advisers, providers and internal teams to progress cases

    Requirements

    • Previous experience in a Paraplanner role within wealth management

    • Strong technical knowledge of pensions and investments

    • Level 4 Diploma in Financial Planning is essential

    • High attention to detail and strong report-writing skills

    Benefits

    • Competitive salary and benefits package

    • Supportive team environment


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