Job Details

Paraplanner

Sector:Financial Services

Region : North West England

Location: Cheshire

Salary: Excellent Benefits Package, Clients provided

Job Ref.: SBPPCheshire

Job Information

Role: Paraplanner

Location: 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