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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