Back to search
Paraplanner, Cheshire, with a strong element of home working. Salary up to £45k dependent upon experience, excellent benefits and opportunities for progression.
This would be a perfect opportunity if you are based anywhere that is accessible to the Cheshire area.
Are you a career minded individual looking to join a rapidly growing team and support a successful business in its next stage of development?
Would you like the opportunity to work towards a Senior Paraplanning role.
Or would you potentially like to be on the right path to becoming a highly successful Financial Adviser?
Then this could be a fantastic opportunity for you.
The main purpose of the role:
- To support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice process
- To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives
- To prepare suitability reports which reflect the proposed strategy
- Help manage client relationship and taking/making calls in a polite and professional manner
- Liaising with advisers on a regular basis, to work on cases and provide updates
In order to apply you will need to have:
- Good knowledge across all advice areas (investment, pensions )
- Excellent interpersonal and communication skills
- Good understanding of the financial planning process and a knowledge of the financial services world
- Excellent report writing skills and have a high technical knowledge
- Level 4 qualification Ideally
In return you will earn an excellent salary and have the opportunity to grow your career in the direction that you want it to grow.
If this does sound like something you would be interested in and you would like to discuss further and you do meet the above criteria, please do not hesitate to apply or get in touch for an initial chat. Contact HELEN SPRIGGS on LINKEDIN
