Job Details

Paraplanner

Sector:Financial Services

Region : North West England

Location: Altrincham

Salary: £30,000 to £35,000

Job Ref.: RK0869FS

Job Information

Paraplanner Vacancy – Altrincham - £30,000 to £35,000

An Altrincham based firm are looking for a Paraplanner to provide full paraplanning support to their Independent Financial Advisers.

When successful your role will be to;

· Identify areas for planning
· Discuss and establish client objectives with the adviser
· Produce/prepare a client risk profile
· Conduct research to identify suitable solutions to meet the clients needs, preparing comparison analysis for discussion with the adviser where necessary
· Prepare a recommendation report
· Write the suitability reports
· General assistance by providing technical support and knowledge to the Advisers and Support Team ongoing
· Maintain up to date industry knowledge and awareness, training and development and keep up to date with providers products and new products to the market

To be successful you will need;

· Level 4 Diploma in Financial Planning or equivalent
· Experience working within a Paraplanner role or equivalent previously

If you would like to know more then please contact Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk

Or apply now.