Paraplanner

Our client, an award winning firm of financial planners based in Altrincham, is looking to appoint an experienced Paraplanner to join their team on a permanent basis.Working closely with Financial Advisers, you will play a key role in delivering high-quality, compliant financial planning support and helping to provide tailored solutions to clients.The RolePrepare and tailor high-quality suitability reports based on adviser recommendationsConduct in-depth research across a range of financial products to support appropriate client outcomesProduce compliant, well-structured suitability lettersSupport advisers in delivering bespoke financial planning strategiesThe CandidateLevel 4 Diploma qualified (or nearing completion) - essentialExperience working with High Net Worth clients - desirableStrong technical knowledge across core areas of financial planningCommercially aware with excellent attention to detailReliable, professional, and highly organised with strong interpersonal skillsSalary and BenefitsThis role offers a competitive salary of £38,000-£47,000, alongside flexible home working, full study support, a bonus structure, and a comprehensive benefits package. ..... full job details .....