Paraplanner

  • Job Reference: 792
  • Date Posted: 22 March 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Cheadle Hulme
  • Salary: £25,000 to £40,000
  • Sector: Paraplanning, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

Our client is looking to recruit a Paraplanner to join their organisation on a permanent basis.

This is a fantastic opportunity to join a well-established firm, who offer expert advice in a wide range of important areas including investment planning, mortgages, inheritance tax and pension planning and protection

You will provide paraplanning support on a one to one basis with the Senior Partner and be the first point of contact with Clients . You will be responsible for assisting with research and the preparation of suitability reports while also providing input into technical problem solving. There will be serious involvement in more complex , investment , IHT , trust and estate planning.

Main Responsibilities

  • Analysis of existing financial products,
  • Researching suitable solutions
  • Preparing suitability reports
  • Producing relevant and accurate documentation at each stage of the process
  • You will have good technical financial knowledge
  • A good understanding of compliance issues
  • Ability to use technical financial planning tools and back office software
  • The ability to contribute to the development of systems and procedures to enhance our proposition
  • The ability to work as part of a team

To be considered for this role, we are looking for candidates with approximately 2 years’ experience of working in an IFA Firm. You will also hold or be working towards Diploma Level 4.