Paraplanner: Precision-Driven Financial Planning & Compliance

Eden Rose; Warrington; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial advisory firm is seeking an experienced Paraplanner to support their team in preparing technical reports and ensuring compliance with regulatory standards. The ideal candidate will possess a Level 4 qualification and have a strong understanding of financial services regulations. This role requires excellent communication and interpersonal skills, and the ability to manage multiple tasks in a fast-paced environment. If you're detail-oriented and proactive, this opportunity might be for you.

Qualifications

• Proven understanding of financial services regulations and compliance.
• Strong proficiency in paraplanning software.
• Ability to thrive under pressure and manage multiple tasks.

Responsibilities

• Prepare suitability reports and financial planning documentation.
• Assist advisers with technical analysis and client documentation.
• Ensure compliance with FCA regulations and maintain accurate records.
• Support process improvements and attend client meetings as necessary.

Skills

Financial services regulations knowledge

Excellent communication skills

Detail-oriented

Proactive

Interpersonal skills

Education

Level 4 Paraplanner qualification or CertPFS (CII)

Tools

Intelligent Office

xPlan

Voyant

Job description

A financial advisory firm is seeking an experienced Paraplanner to support their team in preparing technical reports and ensuring compliance with regulatory standards. The ideal candidate will possess a Level 4 qualification and have a strong understanding of financial services regulations. This role requires excellent communication and interpersonal skills, and the ability to manage multiple tasks in a fast-paced environment. If you're detail-oriented and proactive, this opportunity might be for you.