Paraplanner - Impactful Financial Planning & Reporting

RGH-Global Ltd; Greater Manchester; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial planning firm in Trafford is seeking an experienced Paraplanner to join their established team. This role involves reviewing cases, collaborating with Financial Planners, and ensuring recommendations meet regulatory requirements. Candidates should have at least 2 years of experience and strong knowledge in pensions and investments. The firm offers a supportive environment for professional growth.

Qualifications

• Minimum of 2 years experience as a Paraplanner.
• Solid experience in pensions, investments including ISAs and bonds.
• Protection knowledge preferable.

Responsibilities

• Review cases and collaborate with Financial Planners.
• Ensure recommendations are suitable and compliant.
• Draft and adapt high-quality suitability reports.

Skills

Understanding of financial planning process

Experience in pensions and investments

Familiarity with financial research tools

Education

Diploma in Regulated Financial Planning

Tools

FE Analytics

Voyant cash flow modelling tool

Job description

A financial planning firm in Trafford is seeking an experienced Paraplanner to join their established team. This role involves reviewing cases, collaborating with Financial Planners, and ensuring recommendations meet regulatory requirements. Candidates should have at least 2 years of experience and strong knowledge in pensions and investments. The firm offers a supportive environment for professional growth.