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Our client, a prestigious firm of financial planners in Altrincham are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and of prestigious offices, you will be an integral part of the firm’s technical function.
Working closely with the advisers, duties and responsibilities will include:
- Writing and tailoring high quality suitability letters based on consultation with the Adviser
- Attending client meetings (when required)
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- To complete compliant suitability reports
The Person:
- Level 4 Diploma (or close to completion) (essential)
- Experienced in dealing with High Net Worth clients (desirable)
- Reliable and diligent
- Excellent working knowledge surrounding the key areas of Financial Planning
- Strong commercial and technical knowledge
- Personable and professional
In return this opportunity offers a basic salary of between £35,000 & £47,000, home working, full study support, bonuses and fantastic benefits package.
