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Job LocationCheadle Hulme
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

ParaplannerCheadle HulmeSalary Negotiable - Full-time, PermanentOur client is looking to recruit a Paraplanner to join their organisation on a permanent basis.This is a fantastic opportunity to join a well-established firm, who offer expert advice in a wide range of important areas including investment planning, mortgages, inheritance tax and pension planning and protectionYou will provide paraplanning support on a one to one basis with the Senior Partner and be the first point of contact with Clients . You will be responsible for assisting with research and the preparation of suitability reports while also providing input into technical problem solving. There will be serious involvement in more complex , investment , IHT , trust and estate planning.Main Responsibilities

  • Analysis of existing financial products,
  • Researching suitable solutions
  • Preparing suitability reports
  • Producing relevant and accurate documentation at each stage of the process
  • You will have good technical financial knowledge
  • A good understanding of compliance issues
  • Ability to use technical financial planning tools and back office software
  • The ability to contribute to the development of systems and procedures to enhance our proposition
  • The ability to work as part of a team
  • To be considered for this role, we are looking for candidates with approximately 2 years’ experience of working in an IFA Firm. You will also hold or be working towards Diploma Level 4. Required skills
  • Documentation
  • Paraplanning
  • Reports
  • Research
  • IHT
  • Keyskills :
    Documentation Paraplanning Repts Research IHT

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