STOKE-ON-TRENT
Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref89852Recruiter Managing This Role
Overview
We are looking for an experienced and detail-oriented Paraplanner to join a growing Financial Planning firm. You will work closely with Financial Advisers to provide high-quality technical support, research, and suitability report writing, helping to deliver tailored financial advice to clients.
Key Responsibilities
Preparing clear, compliant suitability reports across pensions, investments, protection, and estate planning
Conducting whole-of-market research and product comparisons
Cashflow modelling using tools such as Voyant, CashCalc, or similar
Reviewing fact finds and risk profiles to ensure accurate recommendations
Liaising with providers and platforms to obtain illustrations and technical i...