Paraplanner — Reports, Research & Advice Support

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

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.