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

Apply today

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