• Job Reference: 386
  • Date Posted: 4 May 2021
  • Recruiter: CF30 Consulting Ltd
  • Location: Altrincham, Greater Manchester
  • Salary: £25,000 to £35,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description

CF30 Consulting is working with a leading Altrincham based IFA firm who are currently recruiting for an experienced Paraplanner to join their team.

Role purpose: 

  • 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

  Report writing

  Team-working

  Attention to detail

  IT and presentation skills

Person Specification

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.