Paraplanner

My client is looking recruit an experienced and motivated Paraplanner to support their advisors in Preston, and build a long-term career within their growing wealth management firm.

This is a rewarding role, suited to someone who can deliver high-quality financial planning support, work collaboratively with advisers, and produce technically robust client recommendations.

The Role

As a Paraplanner, you will play a key role in supporting a team of advisers, helping to deliver comprehensive, client-focused financial planning solutions.

Key Duties

• Prepare clear, compliant and technically accurate suitability reports across a wide range of advice areas
• Conduct detailed research on products, funds and planning strategies using internal and external tools
• Analyse client information and support the development of holistic financial plans, including cashflow modelling...

Ready to Apply?

Submit your application today and join our talented team at IDEX Consulting Ltd.