CF30 Consulting is working with a leading Altrincham based IFA firm who are currently recruiting for an experienced Paraplanner to join their team.
- Support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice process.
- Collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives.
- Prepare suitability reports which reflect the proposed strategy.
- Identify disadvantages in the solutions proposed for clients and to bring these issues to the attention of relevant staff and to refer issues for escalation if required.
Key Skills Required
Knowledge and experience of financial planning
Knowledge of compliance issues
Ability to gather and record evidence
Attention to detail
IT and presentation skills
The Paraplanner will typically possess at least two years’ financial services experience, preferably within a financial advisory environment. They should be able to work in a small team with the key tasks of conducting research and preparing suitability reports with input from colleagues where required.
If you are looking to further your financial planning career with a well established, local firm then please apply today.