Paraplanner

Role: Paraplanner Location: Wigan Working Pattern: Hybrid - 3 days office / 2 days home Salary: £40,000 - £50,000 About the Role We are working with an established and forward-thinking financial planning business that is committed to delivering exceptional outcomes for its clients. They are now looking for an experienced Paraplanner to join their team in Wigan. This is an excellent opportunity for someone looking to develop their career within a supportive, collaborative environment where initiative, technical expertise and personal contribution are genuinely valued. As a Paraplanner, you will play a key role in supporting Financial Planners throughout the advice process. You will provide high-quality technical research, prepare suitability reports and offer detailed financial planning support, ensuring recommendations are both technically robust and compliant. You will gain exposure to a broad range of financial planning areas, including pensions, investments, protection, retirement and estate planning. Key Responsibilities Draft accurate and compliant suitability reports based on adviser recommendations. Liaise closely with Financial Planners to ensure all information required is complete and accurate. Interpret client meeting notes and assist with preparing suitable recommendations. Conduct detailed research into existing policies, investments and pensions. Obtain illustrations, Key Features documents and supporting information. Provide technical guidance and support to ..... full job details .....