Paraplanner

Forrest Recruitment; Cheadle; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading recruitment agency is seeking an experienced Paraplanner to join a financial services team in Stockport. This full-time permanent role involves assisting in the development of customized financial plans, conducting research on financial products, and ensuring compliance with regulations. Candidates should ideally possess relevant financial qualifications and strong analytical skills. This is an excellent opportunity for career progression within a reputable firm.

Qualifications

• Experience in preparing comprehensive financial plans.
• Knowledge of estate planning, investment management, and tax strategies.
• Strong analytical skills for market trends and financial analysis.

Responsibilities

• Assist in developing customized financial plans based on client objectives.
• Prepare detailed reports on estate planning and investment strategies.
• Conduct research on securities law and financial products.

Skills

Financial planning

Research skills

Compliance knowledge

Financial analysis

Education

Relevant financial qualifications

Tools

Financial software tools

Job description

Paraplanner - Stockport - Permanent - up to £45,000 DOE

We are working with an established and reputable business based in Stockport who are seeking an experienced Paraplanner to join their financial services team. This is a full time permanent role.

Duties include:

• Assist in developing customised financial plans by analyzing client data and objectives.
• Prepare detailed reports on estate planning, investment management, and tax strategies.
• Conduct research on securities law, tax regulations, and financial products to support recommendations.
• Draft wills, trusts, and estate documents in accordance with legal requirements.
• Support the creation and maintenance of client portfolios using financial software tools.
• Collaborate with advisors to ensure compliance with industry standards and regulatory guidelines.
• Monitor market trends and perform financial analysis to inform planning strategies.

The ideal candidate will support financial advisors by preparing comprehensive financial plans, conducting research, and ensuring compliance with relevant regulations. This is an excellent opportunity for someone who is looking to take that next step in their career with the opportunity for progression.

Send us your CV and call Charlotte or Lucy on (phone number removed) to have a confidential discussion about the role further.

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.

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