Paraplanner

  • Job Reference: 291
  • Date Posted: 19 August 2019
  • Recruiter: CF30 Consulting Ltd
  • Location: Knutsford, Cheshire
  • Salary: £22,000 to £30,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

An opportunity has arisen for an experienced Paraplanner to join a Knutsford based Financial Planning firm on an employed basis.

This growing firm, who's new offices are based in rural Knutsford which is easily accessible from both Manchester and Cheshire. The Practice has several high net worth clients and has ambitions to double its funds under management in the next year. This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

As part of a growing Paraplanning team, you will be providing vital paraplanning support to the Practice Principal and a team of wealth advisers;

·researching products,

·investment strategies and financial planning solutions,

·tax calculations,

·preparing financial planning and recommendation reports for client meetings,

·provide a high level of technical support.

You will need to ensure that the business obtained is being processed compliantly and in a timely manner involving work with internal processing systems.

The successful candidate will have

·a knowledge of and demonstrable experience in an IFA or Wealth Management environment

·Level 4 Diploma in Financial Services (or be working towards)

·considerable industry experience in business processing and submission.

If you are looking to further your career withing financial services with a reputable local firm then please apply today.