Paraplanner

Our client is a firm of Independent Financial Advisers based in Knutsford Cheshire. The business’ main focus is the pensions and “at retirement” sectors with the business model being telephone and internet based, they therefore service clients on a National basis.

Ideally you will have Level 4 Diploma in Financial planning, or significant progress towards achieving, and have worked for at least 1 year in a Paraplanning role within an IFA firm.

During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business.

Key elements of the role will be:

• Providing technical paraplanning support to the Directors,
• Conduct whole of market research across various products and funds
• Draft reports for presentation to clients
• Perform portfolio reviews

Your level of involvement will vary from case to case, being involved at various stages of the advice process.

You will be working in a strong team-focused environment where you can develop your career within a prestigious firm. 

Please go to the Asset Recruit website, Facebook and LinkedIn pages to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.