Job Information

Paraplanner Vacancy – Salary is £32,000 to £35,000 - Macclesfield – Independent Financial Advice Practice



Tasks;

Receive and review client requirements
Research and analyse financial products (Investments and Retirement Planning)
Create financial plans/solutions for the client
Produce suitability reports
Ensure the advice given is of the highest standard
Ensure you are always up to date with changes in legislation



To be considered for this role you will need to have Paraplanning experience and be familiar with research and cash flow modelling tools.



For more information search ‘Cameron James Professional Recruitment’, call and ask for Richard.



Or apply now.