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| Job Location | Sandbach |
| Education | Not Mentioned |
| Salary | 25,000 - 35,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
A Sandbach based Wealth Management Company offering a full range of Financial Planning Advice to its Private and Corporate Clients, are currently looking to recruit a Paraplanner to support their team of professional Financial Consultants. Previous paraplanningexperience within a Wealth Management environment is required. A minimum Level 4 Diploma (or working towards it) is essential.We do require those applying to be familiar with all major research systems such as; FE Analytics. The Administration of IHT, Investment and Pension products is also required and Candidates MUST be able to demonstrates up to date knowledge of relevant regulationand legislation. General duties in the role will consist ofo Reporting to the Head of Paraplanning responsibilities will include:o Collating and gathering clients financial recordso Liaising with third party providerso Producing analysis reports on findingso Preparing presentation packs for Adviser meetingso Producing suitability reportsCandidates will have a minimum of 2 years experience working within an IFA Practice and should have gained some experience of writing reports. The successful candidate will be working as part of a dynamic team in a fast paced, expanding Practice for oneof the UKs largest Wealth Management businesses.In addition to a standard market basic salary (negotiable) there is an annual discretionary bonus linked to the performance of the individual and the overall practice. There is a lot of scope for progression which would be rewarding to a candidate lookingto develop their financial services career.NJR 12780