Paraplanner

Jo (Mrs H) at Avocet Commercial Careers is delighted to present this exceptional opportunity for a Paraplanner to join a progressive, independent financial advice business in Wilmslow. This is a fantastic chance to advance your career within a dynamic organisation that values technical expertise whilst working alongside experienced financial advisers to deliver outstanding client outcomes. About the Client Our client is a progressive UK-wide independent financial advice business that specialises in helping both Corporate and Personal clients make informed financial decisions in complex and frequently changing markets. They provide uniquely tailored independent financial advice across all aspects of savings, investments, and retirement planning to individuals, whilst also delivering advice through successful partnerships with Building Societies. About the Role This is an outstanding opportunity for a technically motivated Paraplanner to work as an integral part of a professional support team, providing financial advisers and their clients with exceptional research, analysis, and report writing services. You will play a crucial role in ensuring the delivery of high-quality financial advice through comprehensive technical support and detailed recommendation reports. Paraplanner Responsibilities Analyse clients'' circumstances, objectives, and risk profiles to support adviser recommendations Provide comprehensive research, analysis, and technical support across all relevant ..... full job details .....