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Paraplanner - 3 days per week in Blackburn, 2 days at home.
Up to £45K.
You will work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.
What the role involves:
- Researching products, funds, and financial solutions to support tailored advice.
- Preparing suitability reports and documentation for client meetings.
- Highlighting opportunities and areas for improvement in client portfolios.
- Supporting compliance through pre-sale checks and project work.
- Driving innovation by contributing to improve team efficiency.
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Your development
We provide a complementary range of learning opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills, etc., with opportunities for progression around the firm. These will comprise personal effectiveness as well as your technical skills.
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- We have 6 monthly performance review conversations to ensure your development is on track, as well as optional monthly 1-2-1s.
- You will also have the opportunity to work with a mentor.
- We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North-West firm of finance professionals.
- Support for CII Diploma studies, including access to NextGen Planners.
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