Paraplanner

Paraplanner Blackpool Circa £35,000-£40,000, negotiable depending on qualifications and experience Full-time CKB Recruitment is working with an established and growing insurance and financial-planning business seeking an experienced Paraplanner, or someone progressing towards a fully-fledged Paraplanner position. This is an excellent opportunity to join a friendly, personable team where you will be trusted to play an important role in supporting the delivery of high-quality financial advice. There is genuine scope for progression as the business continues to grow, including the potential to develop towards a Trainee Financial Adviser position for someone with the right ambitions. The Role Working within the financial-planning division, you will support a full-time Financial Adviser and work alongside an experienced Administration Manager. Your responsibilities will include: Preparing detailed and compliant suitability reports after receiving completed fact-finds from the Adviser Producing accurate annual review packs Conducting research and gathering the information required to support suitable recommendations Maintaining accurate and up-to-date client records Liaising closely with the Adviser and Administration Manager Ensuring cases progress efficiently and meet relevant compliance standards Using Intelligent Office as the company''s back-office system Supporting the continued development and growth of the financial-planning division About You The business is open to ..... full job details .....