Help the refugees

If you move around the world by choice, consider helping those forced from their homes by conflict. Donate to the UN Refugee Agency today.



Visit website

Experienced Paraplanner required to join an independent financial planning firm based in Altrincham. Salary up to £45,000 plus benefits, this is flexible for the right person. Key Responsibilities will include • Wide general knowledge of financial products and services • Keep up to date with all relevant product, legislative or technical changes • Maintain an ongoing relationship with the clients, keeping them informed, answering queries, and arranging review meetings • Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner The Ideal Candidate for this exciting opportunity will have • Level 4 Diploma in Financial Planning CII or equivalent • At least 2 years industry experience • Excellent Organisational skills, meticulous attention to detail, technical capability. • Exceptional verbal and written communication skills • Able to manage workflow and communicate effectively • Strong Microsoft office skills of a standard perform any task for the role. • Be enthusiastic, approachable and cheerful

Apply now