Paraplanner

Paraplanner
Lytham Wealth Management

A well-established financial planning firm in Lytham is seeking an experienced Paraplanner to support advisers in the delivery of high-quality, compliant financial planning advice.

Key responsibilities

• Preparing suitability reports, review packs and client documentation

• Researching pensions, investments and protection solutions

• Producing cashflow modelling and technical analysis

• Ensuring all advice meets FCA and internal compliance standards

• Liaising with advisers, providers and internal teams to progress cases

Requirements

• Previous experience in a Paraplanner role within wealth management

• Strong technical knowledge of pensions and investments

• Level 4 Diploma in Financial Planning is essential

• High attention to detail and strong report-writing skills

Benefits

• Competitive salary and benefits package

• Supportive team environment