Senior Paraplanner: Research, Reports & Compliance

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

Job summary

A leading recruitment agency is seeking an experienced Paraplanner for a well-established firm of Financial Planners in Cheadle, England. The role involves preparing high-quality research and suitability reports, providing technical support to Advisers, and ensuring compliance and risk management in financial services. The ideal candidate will have at least two years of experience in Financial Services and possess strong technical knowledge and communication skills. If you have the right qualifications and skills, apply today!

Qualifications

• Minimum of two years experience in Financial Services.

Responsibilities

• Prepare research, written suitability reports, and technical support for Advisers.
• Ensure high-quality advice preparation for clients.
• Assist in mitigating risks to the business.
• Provide relevant MI data to Management Team.

Skills

Strong technical knowledge of financial services

Excellent standard of written & verbal communication

Effective technical and product research

Ability to manage time and workload

Ability to interpret data and analyze compliance

In-depth understanding of compliance

Microsoft Office (Excel, Word, PowerPoint, Publisher)

Education

Diploma in Financial Services (or working towards equivalent)

Job description

A leading recruitment agency is seeking an experienced Paraplanner for a well-established firm of Financial Planners in Cheadle, England. The role involves preparing high-quality research and suitability reports, providing technical support to Advisers, and ensuring compliance and risk management in financial services. The ideal candidate will have at least two years of experience in Financial Services and possess strong technical knowledge and communication skills. If you have the right qualifications and skills, apply today!