At a Glance
- Tasks: Support Financial Planners with compliance, reports, and client research.
- Company: Bond Recruitment, a leading firm in financial services.
- Benefits: Competitive salary, training opportunities, and a supportive work environment.
- Other info: Opportunity for local travel and professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong understanding of financial planning and excellent report-writing skills.
Bond Recruitment is hiring an experienced Paraplanner in Alderley Edge. This office-based role involves supporting Financial Planners by ensuring compliance, preparing suitability reports, and conducting relevant research to meet client objectives.
The ideal candidate will have a strong understanding of the Financial Planning process and a high level of technical knowledge about financial products. Excellent report-writing and interpersonal skills are essential, along with the ability to work independently. Some local travel for training may be required.
Paraplanner: Financial Planning & Compliance Support in Alderley Edge employer: Bond Recruitment
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