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Paraplanner
Job Posted: 14 days ago
Salary: £ 30,000 - 50,000 / Annum
Job Type: Permanent
Location: Bury, Greater Manchester
Expire in: 14 days
Job Description
Paraplanner - East Lancashire £30000 - £50000
Great opportunity for an experienced paraplanner who is keen to join a Large Independant firm working on complax highly complex work . You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports.
Core Responsibilities
* You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients.
* You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings.
* You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals.
This is a great opportunity in a well respected firm working with high net worth clients.
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Bury, Greater Manchester! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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