Our client, an award winning firm of financial planners in Stockport are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and of prestigious offices, you will be an integral part of the firm’s technical function.
Working closely with the advisers, duties and responsibilities will include:
*Writing and tailoring high quality suitability letters based on consultation with the Adviser
*Attending client meetings (when required)
*Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
*To complete compliant suitability reports
The Person:
*Level 4 Diploma (or close to completion) (essential)
*Experienced in dealing with High Net Worth clients (desirable)
*Reliable and diligent
*Excellent working knowledge surrounding the key areas of Financial Planning
*Strong commercial and technical knowledge
*Personable and professional
In return this opportunity offers a basic salary of between £35,000 & £47,000, home working, full study support, bonuses and fantastic benefits package.