Job Overview

Knutsford, England
Job Type
Full Time
£30,000 - £30,000 Per Year
Date Posted
2 days ago

Additional Details

Job ID
Job Views

Job Description

An exciting opportunity has arisen for an experienced Paraplanner to join a growing wealth management practice based in Knutsford.

The firm has exciting growth plans over the next 5 years and wants to expand its highly valued Paraplanning team to support its team of client facing advisers.

Key Responsibilities

* Analyse information and conduct research for appropriate to produce articulate and appropriate suitability reports

* Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.

* Interpreting data obtained by advisers during client meetings.

* Analysing data and using research tools to provide solutions to meet client needs and objectives.

What's on offer?

* 23 days holiday + bank holidays

* 4 x Death in Service Benefit

* Employer Pension Contributions

* Flexible working

* free onsite parking

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, IFA, financial advice, financial advisory, financial planning, wealth management


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