Paraplanner

Chorley

Competitive

Permanent

This role will work closely with the Financial Advisors by providing technical support. The role is full time and hybrid working is available.

Main responsibilities include:

• Writing financial planning reports for Advisers
• Conducting research on products and helping find the right solutions
• Assisting with reviews and Customer Requests as well as acting as a point of contact for clients
• Arranging for plans to be submitted to provider companies
• Maintaining client records
• Preparation of client review packs

The ideal paraplanner will:

• Have experience in a Financial Advice firm is essential
• Ideally be diploma qualified although candidates who have relevant skills and experience will be considered
• Have the ability to manage and prioritise workloads
• Have outstanding communication skills

If you are interested in this role, please apply and I will be in contact with shortlisted candidates. If I have not been in touch, please assume that your application has not been successful at this time