Paraplanner

Paraplanner Level 4 Diploma £45,000 - £50,000 Hybrid ManchesterCareer ParaplannerManchester (Hybrid)£45,000 - £50,000 + Excellent BenefitsA well-established and highly respected Wealth Management firm in Manchester is seeking an experienced Paraplanner to join its growing technical team.This is an excellent opportunity for a Level 4 Diploma qualified Paraplanner who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning within a supportive, professional environment.The RoleWorking closely with Financial Advisers, you will play a key role in delivering high-quality financial planning support by:Preparing comprehensive suitability reports.Conducting technical research across pensions, investments and protection.Analysing client data and assisting with tailored financial planning recommendations.Supporting client review meetings and report preparation.Ensuring FCA compliance and maintaining accurate client records.Working collaboratively with advisers to deliver exceptional client outcomes.About YouTo be successful, you''ll have:Level 4 Diploma in Regulated Financial Planning (essential).A minimum of 2 years'' paraplanning experience within a financial planning or wealth management environment.Experience producing high-quality suitability reports.Strong technical knowledge of pensions, investments and financial planning.Excellent organisational, communication and report writing skills.Proficiency with Microsoft Office and ..... full job details .....