More jobs:
Paraplanner
Job in
St Annes, Lytham St Annes, Lancashire, FY8 1AA, England, UK
Listed on 2026-02-03
Listing for:
Staff Power Group
Full Time
position Listed on 2026-02-03
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services
Job Description & How to Apply Below
Location: St Annes
Paraplanner
Lytham | Wealth Management
A well-established financial planning firm in Lytham is seeking an experienced Paraplanner to support advisers in the delivery of high-quality, compliant financial planning advice.
Key responsibilities
* Preparing suitability reports, review packs and client documentation
* Researching pensions, investments and protection solutions
* Producing cashflow modelling and technical analysis
* Ensuring all advice meets FCA and internal compliance standards
* Liaising with advisers, providers and internal teams to progress cases
Requirements
* Previous experience in a Paraplanner role within wealth management
* Strong technical knowledge of pensions and investments
* Level 4 Diploma in Financial Planning is essential
* High attention to detail and strong report-writing skills
Benefits
* Competitive salary and benefits package
* Supportive team environment
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