Paraplanner: Research, Reports & Compliance Support

Bond Recruitment; Cheadle; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading recruitment company is seeking a Paraplanner in Cheadle to enhance team efficiency and compliance in the financial services sector. The role involves preparing suitability reports, providing technical support, and collaborating with advisers. Ideal candidates should possess a Diploma in Financial Services and have at least two years of experience in the field. Strong attention to detail and excellent communication skills are essential. The position offers scope for professional growth and development within a supportive environment.

Qualifications

• Minimum of two years experience in Financial Services.
• Experience in analysis and compliance interpretation is critical.

Responsibilities

• Prepare research, written suitability reports, and technical support for a team.
• Ensure high quality and timely preparation of advice for clients.
• Assist the Technical Services Manager in mitigating risks.
• Provide MI data to the management team when requested.

Skills

Attention to detail

Strong technical knowledge of financial services

Excellent standard of written & verbal communication

Effective technical and product research

Time management

Ability to interpret data

In-depth understanding of compliance

Microsoft Office

Education

Diploma in Financial Services or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Publisher

Job description

A leading recruitment company is seeking a Paraplanner in Cheadle to enhance team efficiency and compliance in the financial services sector. The role involves preparing suitability reports, providing technical support, and collaborating with advisers. Ideal candidates should possess a Diploma in Financial Services and have at least two years of experience in the field. Strong attention to detail and excellent communication skills are essential. The position offers scope for professional growth and development within a supportive environment.