Paraplanner

Asset Recruit; Knutsford; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm based in Knutsford is seeking an experienced Paraplanner to support their successful Financial Planners. The role mainly involves providing technical paraplanning support, conducting market research, and drafting client reports. Candidates should ideally have a Level 4 Diploma in Financial Planning or be making significant progress towards it, along with at least one year of paraplanning experience within an IFA firm. This position offers a strong team-focused environment for career development.

Qualifications

• Significant progress towards a Level 4 Diploma in Financial Planning.
• Minimum 1 year experience in a Paraplanning role within an IFA firm.

Responsibilities

• Provide technical paraplanning support to the Directors.
• Conduct whole-of-market research across various products and funds.
• Draft reports for presentation to clients.

Skills

Technical paraplanning support

Whole-of-market research

Report drafting

Education

Level 4 Diploma in Financial Planning

Job description

Overview

Our client is a firm of Independent Financial Advisers based in Knutsford, Cheshire. The business focuses on the pensions and “at retirement” sectors with the business model being telephone and internet based, servicing clients on a national basis.

During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business.

Responsibilities

• Providing technical paraplanning support to the Directors
• Conduct whole-of-market research across various products and funds
• Draft reports for presentation to clients

Your level of involvement will vary from case to case, being involved at various stages of the advice process.

Qualifications

Ideally you will have Level 4 Diploma in Financial planning, or significant progress towards achieving, and have worked for at least 1 year in a Paraplanning role within an IFA firm.

Environment

You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.