• Full Time
  • Preston

Are you an experienced and knowledgeable Paraplanner looking for an exciting new opportunity in the financial industry? Our client, a well-established financial services company, is seeking a Level 4 qualified Paraplanner to join their team in Preston or the Fylde Coast (hybrid).

As a Paraplanner, you will be responsible for providing high-quality support to the Financial Director and their clients (1:1 ratio). You will be involved in researching financial products, investments and providing reports, as well as helping to prepare and implement financial plans.

Key responsibilities:

  • Preparing reports and recommendations for clients
  • Assisting in the preparation and implementation of financial plans
  • Maintaining accurate records of client information and transactions

To be successful in this role, you will need:

  • A Level 4 Diploma in Financial Planning or equivalent qualification
  • Previous experience working as a Paraplanner
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Attention to detail and ability to work well under pressure
  • Knowledge of financial planning software and tools

If you are a highly motivated and driven individual with a passion for financial planning, we would love to hear from you. This is a fantastic opportunity to work with a supportive and dynamic team, and we offer a competitive salary package based on experience. This role is also a hybrid position with remote options available.

To apply for this job email your details to Charlotte@burtonrecruitment.com