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.