Paraplanner
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Job Location:
Yearly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Paraplanner Stockport Hybrid Working% Bonus
A successful financial planning firm is seeking a Paraplanner to support advisers in delivering high-quality financial advice to clients.
The role:
Providing technical research analysis and report writing to ensure advice is accurate compliant and client-focused. Responsibilities include:
The person:
Level 4 qualified (or above) with at least 3 years experience in a similar role. Strong analytical and organisational skills excellent communication and a client-first approach are essential. Proficiency in Word and Excel with the ability to work independently and as part of a team.
The benefits:
15% annual bonus paid quarterly 6% employer pension contributions hybrid working opportunity for paid overtime and more.
Unsure if you should apply Or you dont have a CV
No problem! Send us a way of contacting you and well provide all of the information youll need to make an informed decision. Then if you need to do a CV we can even help you with that.
Everyone will receive a reply.
Richard
A successful financial planning firm is seeking a Paraplanner to support advisers in delivering high-quality financial advice to clients.
The role:
Providing technical research analysis and report writing to ensure advice is accurate compliant and client-focused. Responsibilities include:
- Researching and analysing financial products
- Comparing options and undertaking cost and tax calculations
- Assessing income sustainability and client allowances
- Preparing clear and compliant recommendation reports
- Maintaining detailed research and analysis records
- Working closely with advisers compliance and support teams to deliver the best client outcomes
- Supporting business projects and keeping technical knowledge up to date
The person:
Level 4 qualified (or above) with at least 3 years experience in a similar role. Strong analytical and organisational skills excellent communication and a client-first approach are essential. Proficiency in Word and Excel with the ability to work independently and as part of a team.
The benefits:
15% annual bonus paid quarterly 6% employer pension contributions hybrid working opportunity for paid overtime and more.
Unsure if you should apply Or you dont have a CV
No problem! Send us a way of contacting you and well provide all of the information youll need to make an informed decision. Then if you need to do a CV we can even help you with that.
Everyone will receive a reply.
Richard
