About the Role
BLACKBURN
Salary £35000 - £50000 TypePermanent WorkplaceOn-Site Ref89464Recruiter Managing This Role
About the Role:
We are seeking a highly skilled Senior Paraplanner to join our growing financial planning team. This is a fantastic opportunity for an experienced paraplanner looking to take on a more senior role, providing technical support to financial advisers and mentoring junior team members.
Key Responsibilities:
Prepare and produce technically accurate financial planning reports, including pensions, investments, and retirement planning.
Provide high-quality paraplanning support to financial advisers.
Ensure all client documentation is compliant with regulatory requirements, including KYC and AML checks.
Mentor and support junior paraplanners, helping them develop their skills and confidence.
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