Part-Time Paraplanner
Wealth Management Firm
- Location
- Runcorn · On-site
- Salary
- Negiotable
- Contract
- Permanent
- Sector
- Financial Services
About the role
Our client is seeking an experienced Paraplanner to join their team on a part-time basis, supporting Financial Advisers with client cases and the preparation of high-quality suitability reports.
The role will involve research, technical analysis and report writing across pensions, investments and wider financial planning. The successful candidate will be organised, detail-focused and have a strong understanding of compliance requirements.
Key requirements:
Previous experience as a Paraplanner Strong technical knowledge across pensions and investments Experience preparing suitability reports Excellent research and analytical skills Strong attention to detail and compliance awareness Ability to work independently and manage workloads effectively