Paraplanner — Financial Planning & Estate Strategy Expert

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

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.