Paraplanner

Experienced Paraplanner required to join an independent financial planning firm based in Altrincham. Salary up to GBP45,000 plus benefits, this is flexible for the right person.

Key Responsibilities will include

• Wide general knowledge of financial products and services
• Keep up to date with all relevant product, legislative or technical changes
• Maintain an ongoing relationship with the clients, keeping them informed, answering queries, and arranging review meetings
• Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner

The Ideal Candidate for this exciting opportunity will have

• Level 4 Diploma in Financial Planning CII or equivalent
• At least 2 years industry experience
• Excellent Organisational skills, meticulous attention to detail, technical capability.
• Exceptional verbal and written communication skills
• Able to manage workflow and communicate effectively
• Strong Microsoft office skills of a standard perform any task for the role.
• Be enthusiastic, approachable and cheerful