๐จ ๐๐ ๐๐ซ๐ ๐ก๐ข๐ซ๐ข๐ง๐ : ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐๐ ๐๐๐ซ๐๐ฉ๐ฅ๐๐ง๐ง๐๐ซ | ๐๐ข๐๐ง๐๐ฌ ๐จ
๐ท Salary: ยฃ35,000.00 – ยฃ40,000.00 per year DOE
๐ Office-based | Full-time preferred (Part-time considered)
Are you an experienced Paraplanner looking to join a respected and growing Independent Financial Adviser (IFA) practice?
Weโre working with a well-established financial planning firm in Widnes who are looking for a technically strong and detail-focused Paraplanner to join their supportive team.
Youโll work closely with Financial Advisers, providing expert technical support across:
โ
Pensions & retirement planning
โ
Investments & protection
โ
Mortgages & financial planning
โ
Suitability reports & technical research
โ
Provider liaison and case progression
โ
FCA and Consumer Duty compliance
๐๐ก๐๐ญ ๐ฐ๐โ๐ซ๐ ๐ฅ๐จ๐จ๐ค๐ข๐ง๐ ๐๐จ๐ซ:
โ๏ธ Minimum 3 yearsโ Paraplanning experience within an IFA environment
โ๏ธ Level 4 Diploma in Financial Planning (or working towards completion)
โ๏ธ Excellent suitability report writing skills
โ๏ธ Strong technical knowledge of pensions, investments and financial planning
โ๏ธ Great organisational and communication skills
๐๐๐ฌ๐ข๐ซ๐๐๐ฅ๐ ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐:
โญ Intelligent Office (IO)
โญ Quilter
โญ Provider platforms including Royal London, AJ Bell, Prudential & Aviva
If youโre a skilled Paraplanner ready for your next career move, weโd love to hear from you.
๐ฉ Apply today!
Send your CV to ๐๐๐ฏ๐@๐๐จ๐ซ๐๐ซ๐๐๐ซ๐ฎ๐ข๐ญ๐ฆ๐๐ง๐ญ๐ฅ๐ญ๐.๐๐จ๐ฆ
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