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Paraplanner


Paraplanner – Fully Remote Manchester-based Practice Salary: Competitive, DOE I’m currently working with a successful St. James's Place Partner Practice based in Manchester that is looking to recruit an experienced Paraplanner to join their team on a fully remote basis. This role will involve providing technical support to advisers, including: Writing suitability reports Conducting research on pensions, investments and protection Preparing client meeting documentation Cashflow modelling and technical analysis Ensuring compliance with regulatory standards Supporting ongoing client servicing Requirements: Previous paraplanning experience Strong technical knowledge of pensions and investments Experience writing suitability reports Level 4 Diploma qualified (or working towards) preferred Fully remote opportunity with a supportive practice and scope for long-term development. For more information, please apply or get in touch for a confidential discussion

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