Paraplanner

Location: Newton-le-Willows

Paraplanner Location - North West / Hybrid Salary - Up to £49,000 (DoE) We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.

You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisors/Partners to present to clients As our Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions;

completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend or even host client facing meetings from time to time. You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.

Paraplanner Requirements