Paraplanner

Paraplanner, Stockport, £45,000 

This is an office based role, and the reason for that is because they want you to be a key part of the advice process, to meet with the clients, to collaborate on solutions and to develop real relationships with Advisers, Clients and your colleagues.

The role:
Working closely with advisers to deliver compliant, high-quality advice, including:

• Writing financial planning and suitability reports
• Researching products and preparing illustrations/recommendations
• Preparing review packs and maintaining accurate client records
• Assisting with client queries and plan submissions
• Staying up to date with products, legislation, and compliance requirements
• Ensuring files and documentation are accurate, well-presented, and compliant

The person:

• Experienced in paraplanning with strong technical and report-writing skills.
• Diploma qualified (or working towards) is desirable.
• Highly organised, reliable, and client-focused with excellent written and verbal communication.
• A proactive team player with strong problem-solving and analytical skills.

Starting Salary:
£43,000-£45,000 per annum

Benefits:

• 23 days holiday, plus Bank Holidays
• Parking paid for
• Professional industry exams paid for, along with study supported
• Pension contributions and death in service benefit
• Progression through to Adviser if desired

Unsure if you should apply? Or you don't have a CV?

No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that.

Everyone will receive a reply.

richard@recruitment22.co.uk