Paraplanner - Cheshire
Description : 28 Mar, 2023
Job Title: Paraplanner
Industry: Financial Advice Services
Location: Altrincham, Cheshire
Salary: GBP40,000
Job ref: 7623
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Altrincham to join a leading Financial Planning Firm
pany are a well established Independent Financial Advice (IFA) firm with offices across the UK. They deal with High Net Worth clients, managing multi GBPmillions in funds under management.
This job position offers petitive salary and highly desirable bonuses and benefits.
The Role:
Responsible for producing suitability reports for clients on behalf of their advisers. The team is made up of paraplanners and administrators:
Preparing client facing documents, carry out the technical research and analysis needed to produce the detailed client facing reports that explain to a client what course of action the adviser mends and why this is suitable for them.
Salary/Benefits:
Basic salary up to GBP40,000Home working 2 days a weekFlexible working hoursPerformance Bonuses (Paid 6 monthly)Company Pension SchemeDIS, e ProtectionStudy / exam supportGood office location Skills and experience required:
CII Level 4 Diploma in Regulated Financial Planning or equivalentParaplanning experience
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