Paraplanner

A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing.About the firm:This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill.The job:This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop.Producing suitability reports and advice letters across pensions, investments, IHT and protectionCarrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selectionAttending client meetings alongside the advisers and building relationships with clientsReviewing existing client arrangements against their objectives and making recommendationsDealing with client queries directly when the advisers are outMaintaining and improving processes to keep work accurate and compliantWhat you''ll need:Solid paraplanning experience within an IFA or financial planning firmStrong technical knowledge ..... full job details .....