Job Details
Paraplanner
Sector:Financial Services
Region : North West England
Location: Cheshire
Salary: Excellent Benefits Package, Clients provided
Job Ref.: SBPPCheshire
Job Information
Role: ParaplannerLocation: Cheshire
Salary: Upto 35k
Job Information
Our client a successful IFA based in the Centre of Cheshire requires an experienced Paraplanner to offer paraplanning support and maintenance to a large client bank. You will work closely with the director
This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and Qualifications to match. Level 4 Diploma Qualified desirable.
Reporting to a Technical Director, responsibilities within the role will include;
• Providing detailed and high quality research on all financial products
• Writing technical and detailed suitability reports
• Liaising with advisers throughout the process
• Producing accurate cash flow models
• Provide administrative and clerical support to IFA’s as required
Experience in a similar previous role & IFA environment is essential. Good computer literacy is expected Candidates will need good written and verbal skills along with strong organisational skills.
This is a great opportunity to join a well-respected IFA and move into a busy role that offers real career progression. For more details please contact Sam Bates at our Leeds office on 0113 24 29 411