Paraplanner
Paraplanner Location: Cheadle, South ManchesterJob Type: Full-time, Permanent (40 hours per week)Salary: Competitive, depending on experience and qualifications Are you an experienced Paraplanner looking to join a growing, independent financial planning firm with genuine career development opportunities? Our client is a well-established Independent Financial Adviser with four offices across the North West. Due to continued growth, they are looking to recruit a Paraplanner to join their team in Cheadle. This is an excellent opportunity to work alongside experienced Financial Advisers, providing technical support and helping to deliver high-quality financial planning solutions. Whether you''re looking to continue developing as a technical specialist or have ambitions to become a Financial Adviser in the future, this firm offers the support and structure to help you achieve your goals. The Role As a Paraplanner, you''ll be responsible for: Providing technical support to Financial Advisers Conducting pension and investment research and analysis Preparing high-quality, compliant suitability reports Researching financial products and developing client recommendations Preparing client files and ensuring compliance documentation is complete Supporting the administration team with technical queries Maintaining up-to-date technical knowledge and regulatory awareness Contributing to internal projects and process improvements About You To be successful, you''ll ideally have: ..... full job details .....
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