Senior Paraplanner — Technical Financial Planning Expert

Bond Recruitment Ltd; Wilmslow; On-site; GBP 28,000 - 40,000; Full time

Job summary

A reputable financial services firm based in Wilmslow is seeking an experienced Paraplanner to support their technical team. The role involves assisting in client records preparation, conducting financial research, and preparing reports in adherence to standards. Applicants should hold a diploma, have excellent IT skills, and be able to work independently while ensuring compliance. This is a pivotal position in an established firm catering to high net worth clients.

Qualifications

• Hold a diploma in a relevant field.
• Strong organisational skills and ability to multi-task.
• Maintain technical and industry knowledge.

Responsibilities

• Prepare and maintain client records and recommendations.
• Assist Advisors in client meetings and documentation.
• Conduct research and prepare suitability reports.

Skills

Communication

Planning/Organising Skills

Teamwork

Excellent IT Skills in Word and Excel

Product Knowledge

Compliance Knowledge

Education

Diploma

Job description

A reputable financial services firm based in Wilmslow is seeking an experienced Paraplanner to support their technical team. The role involves assisting in client records preparation, conducting financial research, and preparing reports in adherence to standards. Applicants should hold a diploma, have excellent IT skills, and be able to work independently while ensuring compliance. This is a pivotal position in an established firm catering to high net worth clients.