Paraplanner

Paraplanner
Up to £40,000 depending on experience
Cheshire 


A new opportunity to join an established Financial Services / Wealth Management firm has come about, with immediate interview and start dates available.



Whilst this role can lead to more senior positions, they would prefer someone to join who is happy to maintain their paraplanning work in the short-term and add some stability and support to others around them.





Paraplanner Key Responsibilities:

• Understanding clients needs and analysing their circumstances & risk profile.
• Liaise with financial advisers to discuss and finalise recommendations.
• Providing research and technical support
• Conduct research on advice areas, products, and investment solutions.
• Prepare information and recommendation reports for the adviser to present to clients, including cashflow models
• Produce client suitability reports
• Maintain client records and update / flag where necessary
• Maintain accurate and up-to-date client and plan records on back-office system.
   

Paraplanner Requirements:

• Minimum 3+ year’s experience as a Paraplanner
• Ideally experience working with corporate clients
• Diploma Level 4 qualification
• Ability to commute to a South Manchester office (hybrid)