- Full time
- Macclesfield, Cheshire
- £28,000 - £32,000
Located in the heart of Cheshire with easy links to the rest of the Cheshire area, as well as South Manchester and North Staffordshire, this Paraplanner job is a fantastic opportunity for an experienced Paraplanner with a Level 4 Diploma (or very close to completion).
Working within a close-knit office environment this job comes with some excellent benefits and a competitive basic salary. This job will nurture and drive you towards becoming chartered.
This is a company who prides itself on the relationship it builds with its customers and clients, and the work-place environment that it fosters. As Paraplanner you will be responsible for ensuring that the business is driven forward and continues to thrive by attracting new and existing client to expand their investments.
A key component of the financial planning operation of this business, this job will be perfect for someone who has experience of working in a Paraplanner positon who wants to progress their career within a smaller, niche marketplace.
This job will demand excellent attention to detail and a positive attitude, with a dynamic approach to work. You will be responsible for identifying and researching financial products and funds for the benefit of clients. You will be confident in your research and will be able to identify benefits to the funds and products quickly and accurately and will assess their suitability for the clients. As part of this role you will be responsible for producing reports to identify the suitability of the products. Once identified and presented, you will be responsible for ensuring that the paperwork and new business is submitted correctly along with all relevant administration.
As is to be expected in this role, you will be a strong member of the team and will have excellent communication skills. You will be experience with working within a Paraplanning environment, in particular the processes, writing of suitability reports and the compliance procedures of the FCA and industry.
Level 4 Diploma qualified, or close to qualification is required.
If you are interested in this position please apply now and I will contact you for further discussion. If you are looking for a new position however this position is not suitable please contact me for a confidential discussion about your requirements.
If you know someone who could be interested in this job please share the advert with them.
- financial services
- Level 4 Diploma
- financial products