Paraplanner
Paraplanner Location: Wigan, Hybrid Salary: Up to £45,000 plus benefits We are currently recruiting for an experienced Paraplanner to join a growing national wealth management business based in Wigan. This is an excellent opportunity to join a well-established firm that offers the resources and career opportunities of a larger organisation while maintaining a supportive and flexible working environment. The successful candidate will work closely with Financial Planners, providing high-quality technical support across a broad range of financial planning cases. The company is particularly interested in people who want to continue developing, whether that means progressing into a more senior technical position or potentially moving towards Financial Advice in the future. Key responsibilities will include: • Conducting detailed research and analysis • Preparing suitability reports and financial planning recommendations • Supporting Financial Planners with technically complex cases • Reviewing clients'' existing arrangements and identifying suitable solutions • Ensuring all advice and documentation meet regulatory and internal standards • Working closely with Financial Planners, Administrators and other members of the wider support team • Maintaining accurate client records and helping to deliver a consistently high standard of service About you: • Previous experience working in a Paraplanning role • A minimum of approximately one year''s relevant Paraplanning experience • Level ..... full job details .....
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