Paraplanner

Posted 1 hour 28 minutes ago by Prestige Recruitment Group

Permanent
Full Time
Other
Yorkshire, Hooton Pagnell, United Kingdom, DN5 7
Job Description

Paraplanner

Wirral, Merseyside £40,000 - £45,000

A growing Independent Financial Adviser (IFA) practice on the Wirral is looking for an experienced Paraplanner to join its established team.

This is a great opportunity for a Diploma-qualified or nearly qualified Paraplanner with a strong technical background, particularly across pensions & investments.

The Role

You'll provide technical support to Financial Advisers, including:

  • Preparing suitability reports
  • Conducting pension transfer research
  • Supporting Advisers with recommendations and technical queries
  • Ensuring reports and client files are accurate and compliant
  • Supporting the development of efficient paraplanning processes
About You
  • Previous Paraplanning experience within an IFA or wealth management firm
  • Strong technical knowledge of pensions
  • DipPFS qualified or close to completion
  • Excellent written and analytical skills
  • Strong attention to detail
What's on Offer?
  • £40,000 - £45,000 depending on experience
  • Excellent career progression
  • Supportive team environment
  • Free on-site parking
  • Convenient location close to a Wirral train station