Paraplanner Work, Jobs in Halkyn, Fln (with Salaries)

Paraplanner
Moneytree Financial Solutions —Runcorn
- £26,000 a year
- Part-time
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
Paraplanner
RGH‑Global Limited —Liverpool
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- Writing skills
- Communication skills
- Employee discount
- Referral programme
IFA Administrator
Beyond Advice Group —Liverpool
- Up to £30,000 a year
- Full-time
- Writing skills
- Organisational skills
- Computer skills
- Store discount
- Health & wellbeing programme
Quick apply
Leads Co-Ordinator & Financial Administrator
Beaumont Wealth —Chester
- From £30,000 a year
- Full-time
- CRM software
- Organisational skills
- Financial services
Quick apply
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Paraplanner
Hoxton Wealth —Liverpool
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Communication skills
- Annual leave

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Paraplanner

Moneytree Financial Solutions
Runcorn

Quick apply

Job details

Permanent | Part-time
£26,000 a year

Benefits

Free parking
Annual leave
Company pension

Qualifications

Investment
Financial Conduct Authority guidelines
Pension
Report generation
Suitability report preparation
Stakeholder liaison
Financial report writing
Microsoft Office Suite
Technical support
Organisational skills
Financial services
Communication skills

Full job description

Paraplanner

Location: Sutton Weaver, Cheshire
Job Type: Full-time or Part-time
Salary: £26,000 per annum based on 25 hour week.
Holiday: 4 weeks annual leave plus office closes between Christmas and New Year. Paid Bank Holidays.

About Moneytree Financial Solutions

Moneytree Financial Solutions is a well-established financial planning firm and part of the Quilter Financial Planning network. We pride ourselves on delivering excellent service and building long-term relationships with our clients.

Due to continued growth, we are looking for an experienced Paraplanner to join our friendly and supportive team.

The Role

Working closely with our Financial Advisers, you will provide technical support and research, prepare suitability reports and recommendations, liaising with providers, and help to deliver outstanding client outcomes while ensuring FCA compliance.

Key Responsibilities

Prepare suitability reports for pensions, investments, mortgages, protection and retirement planning.
Conduct technical research and analyse client arrangements.
Liaise with providers and third parties.
Prepare illustrations and supporting documentation.
Assist with pension transfers, investment switches, ISA transfers and ongoing reviews.
Maintain accurate client records using Intelligent Office (IO).
Ensure all work complies with FCA regulations and Consumer Duty.
Support advisers with technical research and case preparation.

About You

Must Haves:

At least 2 years' Paraplanning experience within an Financial Advice practice.
Strong technical knowledge of pensions and investments.
Excellent report writing and communication skills.
High attention to detail and excellent organisational skills.
Familiarity with Intelligent Office (IO), Quilter Platform and Microsoft Office would be highly advantageous.

Apply Now

If you're an experienced Paraplanner looking to join a growing and supportive financial planning firm, we'd love to hear from you. Please send your CV and a covering letter to apply - [email protected]

Pay: £26,000.00 per year

Benefits:

Company pension
Free parking

Work Location: In person

Quick apply

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