Paraplanner – Sandbach – Financial Planning


Paraplanner – Financial Planning           J – 466


£25,000 – £30,000

With offices in Cheshire and North Manchester, this practice now has an opportunity for a talented Paraplanner to join their team at their Head Office in Cheshire.

The main purpose of the role is to prepare written advice and provide technical research services to a team of Advisors and Partners, ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

To be considered applicants must be near to achieving the diploma and be fully committed to on-going professional development to Chartered status (the company fund all examinations).

On offer is a competitive starting salary, an excellent working environment with scope for progression and exam study support. Our client is a long established, highly successful firm that continues to grow, currently at a head count of 25.

You should possess excellent research, analysis and report writing skills.

Your responsibilities will include: Providing analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients.

Providing all advice within a strict ethical and compliance framework and under guidance from the Compliance team.

Providing technical support and back up to the Advisors and the Sales Support function Complete portfolio reviews and rebalancing requests Deal with client and insurer queries to completion via the telephone or in writing. Ensuring the CRM system is kept up to date with clients and portfolio details as necessary and required.

Please apply for an immediate interview

To apply for this position please contact us for a discussion, call the office on 0161 973 0133 or email your CV to Diana Sproston here.

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