• Job Reference: 425
  • Date Posted: 4 May 2021
  • Recruiter: CF30 Consulting Ltd
  • Location: Macclesfield, Cheshire
  • Salary: £35,000 to £45,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description

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.