Paraplanner

Ortus PSR

Posted 18 days ago, valid for 10 days

Alderley Edge, Cheshire SK9 7ES, England

£25,000 - £35,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The Paraplanner position involves supporting Chartered Financial Planners with client reports, research, financial plans, and client files.
They specialize in lifelong financial planning for successful individuals and business owners, emphasizing clarity and precision in their advice.
The role, based in Alderley Edge, offers a salary of up to £35,000 + Benefits and requires a Level 4 Diploma in Financial Planning.
Key responsibilities include preparing client reports, conducting research, and assisting with financial plans.
Skills needed include strong analytical abilities, attention to detail, effective communication, and proficiency in financial planning software.

The Paraplanner will support Chartered Financial Planners with preparing client reports, conducting research, assisting in the development of financial plans, and maintaining client files. They are a leader in lifelong financial planning, offering bespoke advice to successful individuals and business owners. Our commitment to clarity and precision ensures our clients can enjoy life fully, today and tomorrow.

This firm offers a supportive, growth-oriented environment, fostering professional development and a passion for making a positive impact. Located in Alderley Edge, the role provides a chance to work with a close-knit team in a beautiful setting, with a focus on integrity, transparency, and long-term client relationships.

Paraplnner Salary is up to £35,000 + Benefits

Key Responsibilities:

Preparing detailed client reports and financial summaries.
Conducting thorough research on financial products.
Assisting with client meeting documentation.
Supporting the development of tailored financial plans.
Ensuring client files meet compliance standards.
Liaising with clients to gather information and provide updates.

Skills & Qualifications Required:

Level 4 Diploma in Financial Planning or working towards it.
Strong analytical and research skills.
Attention to detail and accuracy.
Effective communication skills.
Ability to work collaboratively.
Proficiency in financial planning software.

Apply Today and take the next step in a rewarding career.

Apply now in a few quick clicks