Job Description Paraplanner \ N Knutsford | Hybrid working | \ N Competitive salary and excellent benefits \ N An established CharteredFinancial Planning firm in Knutsford is looking to expand its highly valued Paraplanning team as part of ambitious growth plans over the next five years. \ N The company provides financial planning to high-net-worth individuals and has built an excellent reputation for professionalism, technical expertise and client service. \ N Paraplanners play an important role within the advice process and work closely with experienced, client-facing Financial Planners. The successful candidate will conduct detailed research, analyse client information and produce clear, technically accurate suitability reports. \ N The role \ N \n Receive and interpret instructions following client meetings \ N Analyse clients’ circumstances, needs and objectives \ N Conduct pension, investment and product research \ N Develop appropriate financial planning solutions \ N Prepare suitability reports, illustrations and supporting documentation \ N Maintain clear recordsof all research undertaken \ N Prepare existing clientfiles for ongoing reviews \ N Ensure client files remain accurate and compliant \ N Work closely with Financial Planners and the wider Paraplanning team \ N Contribute to the continued development of the firm’s advice process \ N \n The successful candidate \ N \n At least two years’ experience in a Paraplanning role \ N Level 4 Diploma in Financial Planning \ N Strong pensions and investment knowledge \ N Experience producing professional and technically detailed suitability reports \ N A clear understanding of the financial planning process \ N The ability to manage competing priorities and work without close supervision \ N A good understanding ofcompliance requirements \ N A positive, self-drivenand collaborative approach \ N \n Package \ N \n Competitive salary based on experience and qualifications \ N Hybrid working with twodays per week from home \ N 25 days’ annual leave \ N Employer pension contributions \ N Four times salary death-in-service benefit \ N Free parking \n Support for continued professional development \ N Longer-term progressionwithin a growing Chartered firm \ N \n This is an excellent opportunity to join a supportive and ambitious business where Paraplanning is recognised as a central part of delivering high-quality client outcomes.
Paraplanner - Up To £55,000 A Year
