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Location: Cheshire East
Salary: £45,000
Job Type: Full-Time (Office-Based)
Are you a detail-oriented professional with a passion for financial planning and exceptional client service? We are a highly regarded financial planning firm, and are looking for a Paraplanner to join our team. This is a fantastic opportunity to play a key role in delivering first-class financial planning solutions to private clients.
The Role
As a Paraplanner, you will be a crucial part of the team, supporting Advisers, the Operations Manager, and the Compliance Team to ensure seamless client interactions and the smooth running of financial planning processes.
Key Responsibilities
? Work closely with Advisers to research and analyse financial strategies, products, and plans.
? Prepare client suitability reports and cash flow analysis.
? Ensuring all financial data is compiled and reviewed.
? Liaise with providers and third parties to ensure client requirements are met efficiently.
? Ensure compliance with all regulatory standards and internal policies.
? Act as a key point of contact for clients, delivering an outstanding level of service.
? Organise and oversee client review meetings, maintaining a professional and efficient workflow.
? Identify opportunities to improve internal systems and processes.
What We’re Looking For
?? Proven experience in a Paraplanning within financial services.
?? Diploma qualified and looking to continue their professional development
?? Strong organisational skills with a keen eye for detail.
?? Excellent communication and relationship management skills.
?? Ability to analyse complex financial data and provide clear, actionable insights.
?? Commitment to professional development and staying up-to-date with industry standards.
?? A proactive, client-focused mindset with a problem-solving approach.
This is a great opportunity to join a highly professional and supportive team where your skills and experience will be valued. If you’re looking for a role that offers career growth, and the chance to make a real impact, lets have a chat.
