Paraplanner

My client is currently looking for an experienced Paraplanner to join their team in Wigan. As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support. You will work closely with Advisers and Administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust. This role offers exposure to a broad range of financial planning areas including pensions, investments, protection, retirement planning and estate planning. This is a hybrid working role with 3 days in the office and 2 from home. Responsibilities To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given Assist in the interpretation of the Adviser''s client meeting and prepare suitable recommendations with a high level of accuracy and care Provide guidance to Advisers on aspects of specific cases to support good consumer outcomes To ensure that all relevant research, client support and compliance and systems processes are always observed to maintain excellent data quality and compliant performance in the job role To obtain data for existing policies/schemes of clients and analyse/research the information provided, using ..... full job details .....