Paraplanner

An exciting opportunity has arisen for an experienced Paraplanner to join a growing financial planning team based in Central Manchester.This role is ideal for a career Paraplanner who holds the Level 4 Diploma in Financial Planning (minimum) and has at least five years'' paraplanning experience. Working closely with Financial Advisers, you''ll provide high-quality technical support by preparing suitability reports, conducting research, analysing client information and helping deliver tailored financial planning solutions.If you''re looking to join a collaborative and supportive business where your technical expertise is valued and your career can continue to develop, we''d love to hear from you.Key ResponsibilitiesPrepare high-quality suitability reports and supporting documentation.Conduct technical research across pensions, investments and protection products.Analyse client financial information to support financial planning recommendations.Prepare client review packs and presentation documents.Liaise with providers and third parties to obtain policy information.Process new business and support ongoing client servicing.Maintain accurate client records and update CRM systems.Schedule meetings and manage client correspondence.Ensure all work is completed in line with FCA regulations and internal compliance procedures.Work closely with Financial Advisers to deliver an outstanding client experience.Contribute to improving internal processes and efficiencies.About YouTo be ..... full job details .....