Paraplanner: Pension & Cashflow Specialist; Hybrid
Job in
Birstall, LE4, England, UK
Listed on 2026-07-22
Listing for:
Four Squared
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Location: Birstall
Four Squared is seeking a Paraplanner to join our paraplanning team in the UK. The role involves producing suitability reports, supporting advisers, researching products, and completing cash flow analysis for high‑net‑worth clients.
You will work closely with Financial Planners to ensure compliant, well‑documented outcomes. The ideal candidate will be part qualified in Financial Planning with at least two years’ paraplanning experience, and familiar with FCA rules and data protection.
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