Paraplanner*

Recruitment Agency: Integro Partners

Location: Fully remote

Salary: Not listed

• Job description

  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.

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