Pensions Paraplanner
£38k - £45k per yearRegional Recruitment Services
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
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