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
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
Competitive salary and benefits package
Supportive team environment
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We are seeking an experienced Paraplanner to join our team due to continued growth and success. · Support advisers with research of financial products and funds. · Prepare detailed suitability reports for clients. · Build strong client relationships. · ...
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Blackpool1 month ago
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Southport1 month ago
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We are seeking a Paraplanner to join our client's team in Preston city centre. The ideal candidate will have experience working within the Financial Services industry as a Paraplanner for at least 2 years. · ...
Preston, England1 month ago
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Job Role: Paraplanner · Recruit UK · Location: Warrington · Salary: £40,000- £50,000 · Reference Number: 10191 · The Opportunity · Recruit UK is proud to be partnering with a respected financial planning firm to recruit an experienced Paraplanner who will also play a key role in ...
Warrington £28,000 - £50,000 (GBP) per year3 days ago
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We are seeking a Paraplanner to join our team in Preston, England. As a Paraplanner, you will play a key role in supporting advisers and ensuring clients receive a high-quality service throughout the advice process. · ...
Preston, England1 month ago
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Paraplanner · Location: Burnley · Salary: £35,000 – £38,000 (depending on experience) · Job Type: Full-time, Permanent · Working Pattern: Monday to Friday 37.5hours - Hybrid (2 days from home, 3 days in the office – following successful probation) · About the Role · We are seekin ...
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Paraplanner Job summary · We are seeking a motivated Paraplanner to join a growing Wealth Management team in Liverpool. · Diploma-qualified (or working towards) in financial services · Strong experience in paraplanning ideally across pensions investments and financial planning r ...
Liverpool1 month ago
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Paraplanner Financial Planning Team · Location: Blackburn (Hybrid Working Available) · Overview · A fantastic opportunity has arisen for a motivated and skilled Paraplanner to join a forward-thinking financial planning practice in Blackburn. · This position is ideal for someone ...
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Preston1 month ago
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A respected financial advisory firm is seeking a Client Manager / Paraplanner to join their team. This role provides critical support to advisers, the Operations Manager, and the Compliance Team. · Support advisers in research and analysis to meet client objectives. · Prepare cli ...
Liverpool1 month ago
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This is an excellent opportunity for a technically strong paraplanner looking to join a supportive business that values quality advice, professional development, and long-term career progression.Producing suitability reports and financial recommendations · Conducting detailed res ...
Chorley1 month ago
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A selection of established wealth management firms in Liverpool City Centre are seeking skilled Paraplanners to join their teams. · Paraplanning experience within financial services · ...
Liverpool1 month ago
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If you're the kind of Paraplanner who takes pride in producing high quality technically sound advice and wants to play a central role in delivering outstanding client outcomes this is a role where your work genuinely matters. · You'll be supporting advisers at the sharp end of th ...
Bury4 weeks ago
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The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.The Opportunity · During a period of key expansion, · our partner is looking for an experienced Pa ...
Accrington1 month ago
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We are seeking an experienced Paraplanner to support our financial advisory team. This is an excellent opportunity for a detail-oriented, proactive professional to contribute to a busy and growing practice. · Prepare suitability reports, annual reviews, and financial planning doc ...
Warrington £28,000 - £50,000 (GBP) per year1 week ago
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We are looking for an experienced Paraplanner to join our financial planning firm in Burnley. · Preparing detailed suitability reports and financial planning recommendations · Conducting technical research to support advisers across pensions, investments, protection, and retireme ...
Burnley4 weeks ago
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Liverpool1 month ago
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Liverpool1 month ago
Paraplanner - Lytham - Staff Power Group
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
Requirements
Benefits
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Experienced Paraplanner
Only for registered members Borough of Fylde
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Paraplanner
Only for registered members Blackpool, England
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Paraplanner
Only for registered members Blackpool
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Paraplanner
Only for registered members Southport
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Paraplanner
Only for registered members Preston, England
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Paraplanner
Only for registered members Warrington
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Paraplanner
Only for registered members Preston, England
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Paraplanner
Only for registered members Padiham BB NG
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Blackburn
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Preston
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Chorley
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Bury
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Paraplanner
Only for registered members Accrington
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Paraplanner
Only for registered members Warrington
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Paraplanner
Only for registered members Burnley
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Liverpool