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Paraplanner

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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

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