CF30 Consulting is currently recruiting for an experienced Paraplanner on behalf of our client, our privately owned firm of Independent Financial Advisers based in Macclesfield, Cheshire.
We are looking for a Paraplanner with a minimum of 2 years on the job experience that is ideally diploma qualified.
Required skills/ experience:
·Experienced Technical Paraplanner
·Level 4 / Diploma Qualified
·Previous experience working for an Independent Financial Advisers
·Must be able to write bespoke technical reports
·Must be presentable
·Must be competent in the knowledge of;
- Investments;
- Onshore/Offshore Bonds
- ISAs
- General Investment Accounts
- Pensions inc SIPPs & SSASs
- Life Assurance
- Model Portfolios
- IHT / Tax Planning
Duties will Include:
·Attending Client Meetings
·Asset Allocation and Model Portfolio set-up & Management
·Writing Bespoke Technical Suitability Reports
·Ensuring all research and relevant information is on file to meet compliance
·Member of the Investment Committee
·Monthly Investment Statistics & Monitoring
·Due Diligence of Providers, Products & New Technology
·Highlight opportunities to the Adviser
If you are looking to further your career with a local firm that will invest in your future development then please apply today.