Paraplanner - North West Location: Southport (with flexible working & 1 day remote) About the Role We are seeking a motivated and detail-oriented Paraplanner to join one of the UK's leading financial planning firms, based in the North West. As part of a growing team, this newly created role...

Working in collaboration with Financial Advisers, Paraplanners and Administration, you will prepare recommendations and produce suitability reports, including implementing recommendations and reviewing the client's financial affairs, and preparing and maintaining client records. The role will...