Paraplanner

Posted 10 October by OBJECTIVE HR LTD
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A leading award winning Independent Financial Practice requires an experienced Paraplanner to join the Paraplanning team due to the company’s future plans and expansion

As a Paraplanner you will benefit from a competitive basic salary and annual bonus, as well as a comprehensive range of benefits to include significant pension contribution and critical illness cover.

You will also enjoy financial support in gaining further qualifications to chartered where upon there will be an opportunity to become an Independent Financial Advisor

This business has established an enviable reputation for client service, having developed a comprehensive range of financial services solutions for its substantial base of high net worth, corporate and private clients. With the office based in Cheshire, which is where this role is based, it has Independent Financial Advisors and clients spread across a broad geographical spectrum in the North West, Scotland and London.

As a Paraplanner and being part of the Paraplanning team are responsible for the preparation and submission of advice pre-approval forms and preparation suitability reports from templates. This is based upon information received from Independent Financial Advisors (Meeting Notes, Fact Finds, Risk Profiles etc). The main responsibilities of the Paraplanner role will involve preparing pre-approval documentation prior to writing reports, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate. You will utilise technology to produce accurate solutions for clients, carrying out product research and relevant financial calculations on behalf of Financial Advisors. This is a fully comprehensive Paraplanning position.

Required skills

  • Financial Services
  • Paraplanning
  • Reports
  • IFA
  • Paraplanner

Reference: 36325597

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