About the role
Role: Paraplanner
Location: Wigan
Working Pattern: Hybrid – 3 days office / 2 days home
Salary: £40,000 - £50,000
About the Role
We are working with an established and forward-thinking financial planning business that is committed to delivering exceptional outcomes for its clients.
They are now looking for an experienced Paraplanner to join their team in Wigan. This is an excellent opportunity for someone looking to develop their career within a supportive, collaborative environment where initiative, technical expertise and personal contribution are genuinely valued.
As a Paraplanner, you will play a key role in supporting Financial Planners throughout the advice process. You will provide high-quality technical research, prepare suitability reports and offer detailed financial planning support, ensuring recommendations are both technically robust and compliant.
You will gain exposure to a broad range of financial planning areas, including pensions, investments, protection, retirement and estate planning.
Key Responsibilities
- Draft accurate and compliant suitability reports based on adviser recommendations.
- Liaise closely with Financial Planners to ensure all information...
About this listing
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