Paraplanner: Research, Reports & Cash-Flow Modelling in Alderley Edge

Paraplanner: Research, Reports & Cash-Flow Modelling in Alderley Edge

Alderley Edge Full-Time No working from home possible
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Thrive by Chorni Ltd in Alderley Edge is seeking a Paraplanner to support Financial Advisers by conducting product research and preparing compliant suitability reports. This role involves analysing investment funds, drafting regulatory-compliant letters, and building cash flow models to forecast clients' financial trajectories.

Join a well-respected Chartered Financial Planning firm in a rewarding environment that values true lifelong financial planning.

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Contact Details:

Thrive by Chorni Ltd Recruitment Team