Paraplanner (Cheshire)

Heat Recruitment; United Kingdom; On-site; GBP 30,000 - 42,000; Full time

Job summary

Une entreprise dynamique recherche des Paraplanners pour rejoindre une équipe en forte croissance dans le secteur de la planification financière. Les candidats idéaux auront d'excellentes compétences analytiques et une connaissance des produits de planification financière. Vous aurez une influence significative en soutenant les conseillers financiers dans leurs recherches et en préparant des rapports détaillés pour aider à prendre des décisions éclairées.

Benefits

Général package de vacances (y compris trading de vacances)

Soutien au développement professionnel continu

Approche de travail agile

Plan de pension avec contributions de l'employeur

5% Flex allowance pour divers avantages

Assurance médicale privée, couverture en cas de décès, protection du revenu de groupe

Qualifications

• Expérience dans un environnement IFA/Wealth Management.
• Connaissance générale d'un large éventail de domaines de planification financière.

Responsibilities

• Comprendre la situation financière des clients et leurs objectifs.
• Fournir recherche, analyse et support technique.
• Préparer des rapports de recommandation.

Skills

Analyse

Rédaction de rapports

Recherche

Education

5 GCSEs passes or equivalent including English and Maths

Diploma in Financial Planning attainment or studying towards

Job description

Location

Cheshire

Salary £30000 - £42000 TypePermanent WorkplaceOn-Site Ref88355

Paraplanner

Location:Cheshire
Salary:£30,000 to £42,000
Type:Full-time

About the Role:
Our client is seeking dedicated and detail-oriented Paraplanners to join their continuously expanding, highly successful team in the Cheshirearea. The primary responsibility is to support a team of Advisers by providing detailed and complex research and report writing. Ideal candidates will have strong analytical skills and experience with financial planning products such as pensions, investments, and protection. Candidates who have attained or are working towards their CII Level 4 Diploma are preferred.

Key Responsibilities:

Understand clients financial situations and objectives

Provide research, analysis, and technical support

Prepare recommendation reports

Maintain accurate client records

Analyse clients circumstances, objectives, and risk profiles

Liaise with financial advisers to query/challenge proposed recommendations

Qualifications:

5 GCSEs passes or equivalent including English and Maths

Attainment of or studying towards Diploma in Financial Planning

General knowledge across a wide range of financial planning areas

Experience in an IFA/Wealth Management environment

Benefits:

Generous holiday package (including holiday trading)

Ongoing professional development support

Agile working approach

Pension Scheme with employer contributions

5% Flex allowance for various employee benefits

Private medical insurance, death in service cover, group income protection, critical illness cover, lease car service, and more

We are hiring for8 paraplanner rolesacross the country. Apply now to join our clients progressive team and make a significant impact in the financial planning industry.

Apply now or reach out for a confidential discussion.