Paraplanner

ParaplannerSouthport Hybrid Working Available£40,000 - £47,000 + Bonus + Outstanding BenefitsA growing and highly regarded wealth management firm is looking to add an experienced Paraplanner to its expanding team in Southport. This is an excellent opportunity for a Paraplanner who enjoys providing high-quality support to advisers and wants to be part of a business that genuinely invests in its people. You''ll work on a broad range of mainstream financial planning cases across pensions, investments and protection, with the opportunity to develop your technical knowledge and become involved in more complex planning work as your career progresses.The business has built a strong reputation for delivering exceptional client outcomes and offers a collaborative environment where quality, professionalism and personal development are highly valued.The RoleWorking closely with Financial Advisers and the wider support team, you''ll play an important part in ensuring clients receive clear, well-researched and compliant advice.Your responsibilities will include:Preparing suitability reports and recommendation lettersConducting research across pensions, investments, protection and other financial planning solutionsGathering and analysing information to support adviser recommendationsEnsuring client records and files are maintained accurately and in line with regulatory requirementsLiaising with advisers and providers to ensure cases progress efficientlySupporting the delivery of excellent ..... full job details .....