Paraplanner: Insightful Financial Planning & Research

Asset Recruit; St Helens; On-site; GBP 30,000 - 40,000; Full time

Job summary

A local financial advisory firm in St Helens, England is seeking an experienced Paraplanner. This role involves providing paraplanning support while delivering high standards of client service. Candidates should hold a Level 4 Diploma in Financial Planning or be progressing towards it, alongside at least 2 years in a paraplanning position. Responsibilities include reviewing client documents and performing thorough research and analysis to support financial advisers.

Qualifications

• Minimum 2 years of experience in a Paraplanning role.
• Experience in reviewing client documentation and undertaking quotes.
• Strong analytical skills for fund and product analysis.

Responsibilities

• Review fact finds, file notes, client risk profiles.
• Undertake quotes using in-house platforms or external providers.
• Conduct necessary research and analysis.

Skills

Client service delivery

Research and analysis

Fund analysis

Product comparison

Education

Level 4 Diploma in Financial Planning

Job description

A local financial advisory firm in St Helens, England is seeking an experienced Paraplanner. This role involves providing paraplanning support while delivering high standards of client service. Candidates should hold a Level 4 Diploma in Financial Planning or be progressing towards it, alongside at least 2 years in a paraplanning position. Responsibilities include reviewing client documents and performing thorough research and analysis to support financial advisers.