Paraplanner

ParaplannerAltrincham, Cheshire (WA14)Salary: £30,000 - £40,000 DOE + Excellent BenefitsHybrid Working AvailableAn exciting opportunity has arisen for an experienced Paraplanner to join a successful and growing financial planning practice based in Altrincham.This is a fantastic opportunity for a highly organised and technically minded individual who enjoys supporting advisers, producing high-quality client recommendations, and playing an integral role in delivering exceptional financial planning solutions.Working within a supportive and professional environment, you''ll have the opportunity to further develop your technical knowledge and progress your career within a respected financial planning business.The RoleAs a Paraplanner, you will provide essential support to Financial Advisers throughout the advice process, carrying out detailed research, analysing client information, and producing comprehensive suitability reports and recommendations.You will play a key role in ensuring client records are accurate, compliant, and maintained to the highest standards while delivering an outstanding service to both clients and advisers.Key ResponsibilitiesAnalyse clients'' financial circumstances, objectives and requirementsDevelop and maintain cashflow models and financial planning reportsPrepare product illustrations, suitability reports, recommendation letters and supporting documentationMaintain complete and accurate client files and back-office recordsUpdate cashflow models and ..... full job details .....