Paraplanner: Technical Research & Suitability Reports
Job in
Lymm, Cheshire, WA13, England, UK
Listing for:
Eden Rose
Full Time
position
Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
A growing financial planning firm in the UK is seeking an experienced Paraplanner to support its team of advisers. This role involves preparing reports, conducting technical research, and analysing client portfolios. The ideal candidate will have a Level 4 Diploma in Financial Planning and relevant experience, ensuring advice is compliant and tailored to client needs. If you are organised and proactive, this is an excellent opportunity to join a team that values paraplanning in delivering high-quality financial advice.
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