Paraplanner Work, Jobs in Samlesbury, Lan (with Salaries)

Experienced Paraplanner
Countrywide Financial Solutions —Lytham
- Up to £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
3d
Senior Paraplanner
RGH‑Global Limited —Blackpool
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
PICOP Paraplanner
Swiss Life Global Solutions —Bury
- Annual leave
- Employee assistance programme
9d
Paraplanner
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Profit sharing
Quick apply
Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Flexible schedule
Financial Planner
Partnership Recruitment —St Helens
- Hybrid work
- Business development
- School

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Senior Paraplanner
RGH‑Global Limited —Blackpool
Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.
£45,000 - £60,000 a year
Paraplanner
Eventus Recruitment Group —Knutsford
Attending client meetings alongside the Partner and handling client queries. Researching financial products and constructing financial planning solutions.
£45,000 a year

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Experienced Paraplanner

Countrywide Financial Solutions
Lytham

Quick apply

Job details

Permanent | Full-time
Up to £50,000 a year
3 days ago

Qualifications

Microsoft Word
Financial planning
Pension
Microsoft Excel
Microsoft Outlook
Report generation
Client engagement
Suitability report preparation
Financial report writing
Microsoft Office Suite
Research
Compliance management
Organisational skills
Technical writing
Financial services
Communication skills

Full job description

Job Title: Paraplanner

Location: Lytham

Contract: Full-time, Permanent

Hours: 37.5 hours per week

Countrywide Financial Solutions is a reputable and long-established firm based in Lytham, serving both personal and corporate clients throughout the UK. Due to continued growth and success, we are seeking to appoint an experienced Paraplanner to join our team.

Paraplanners are integral to our business. We are committed to providing high-quality financial advice and services to our clients, ensuring they receive expert support with their financial planning needs.

The ideal candidate will be motivated and driven, with the ability to manage their own workload and work to deadlines. Previous experience as a Paraplanner is essential and having the Level 4 Diploma in Financial Planning or equivalent is advantageous. In return you will receive a competitive salary (dependent on experience) and benefits package together with the opportunity for hybrid working to ensure a greater work life balance.

Job Description:

Research: Support advisers with research of financial products and funds, conduct technical research on existing and new products.
Report Preparation: Prepare detailed suitability reports to provide clear and compliant recommendations for clients.
Client Service: Build and nurture strong client relationships, responding to enquiries and providing valuable support.
Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
Industry Knowledge: Stay informed about industry trends, regulatory changes and new financial products.
Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes

Requirements:

Experience: Minimum of 2 years proven experience in a paraplanning role or similar, writing complex and detailed reports.
Qualifications: Level 4 Diploma in Financial Planning (or equivalent) or working towards is essential.
Technical Skills: Strong technical knowledge of pensions/retirement planning, investments, tax planning and regulation within the financial services industry.
Communication Skills: Excellent written and verbal communication skills with the ability to explain complex financial concepts in an accessible manner.
Attention to Detail: Excellent attention to detail and organisational skills in all aspects of the role, including multitasking and time management.
Team Player: Ability to work collaboratively within a team.
Regulatory Knowledge: A solid understanding of industry standards with a commitment to continuous learning and a proactive approach to developing and applying new skills.
Proficient in Microsoft Office: High level of competency using Microsoft Office products including Word, Excel and Outlook.

We appreciate your interest in joining us. If you have not heard back within two weeks of submitting your CV, please assume that your application has not been successful on this occasion.

Financial services: 2 years (preferred)

Work Location: Hybrid remote in Lytham, FY8 5EP

Pay: Up to £50,000.00 per year

Work Location: Hybrid remote in Lytham FY8 5EP

Quick apply

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