Paraplanner

Paraplanner - Wanted - Immediate Start! Manchester Based | Salary: £38,000 - £45,000 Permanent, Full-Time Are you an experienced Paraplanner? Regional Recruitment is currently working with a well-established financial services business in Manchester, who are looking to appoint a skilled Paraplanner to support their advisory team. What's on Offer: Competitive salary, dependent on experience Company pension Ongoing training and professional development support Potential for hybrid working Supportive and collaborative team environment Clear opportunities for career progression Qualifications Essential: Previous experience working as a Paraplanner or in a technical financial planning role Strong understanding of pensions, investments and protection products Experience producing suitability reports Good knowledge of FCA rules and financial planning processes Strong communication and organisational skills High attention to detail and accuracy Desirable: Experience using financial planning tools and software Experience working within an independent financial advice or wealth management environment Roles & Responsibilities Produce suitability reports in line with FCA and regulatory requirements Carry out research across pensions, investments and protection products Support advisers with meeting prep and follow-up work Review client information to help shape suitable financial recommendations Contact providers to obtain policy details and valuations Keep client records accurate and up to date Assist with annual reviews and ongoing client servicing Ensure all work is completed in line with compliance standards Stay up to date with product changes and industry updates Requirements Manage multiple cases and deadlines effectively Work accurately under pressure in a busy environment Build strong working relationships with advisers and clients Take a proactive approach to problem-solving and case management Deliver consistently high-quality, compliant work #J-18808-Ljbffr