Paraplanner

We have an excellent opportunity for an experienced Paraplanner to join a Warrington based wealth management firm. Salary up to £40,000 plus excellent benefits this is flexible for the right person. This is a homeworking based role, which will continue to a lesser extent after the restrictions have been lifted.

In the role your key responsibilities will be/have;

• Researching products to support recommendations
• Liaise with planners and complete any gaps in information gathering
• Manage the research and analysis of financial products to meet clients requirements
• Create an investment strategy suitable to the client's needs and objectives
• Compiling financial planning recommendations and suitability reports
• Updating the business on FCA rules
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative / compliance requirements, both internally and externally

The ideal candidate for this exciting opportunity will be/have;

• Level 4 Diploma in Financial Planning CII or equivalent or keen to work towards
• Have a keen eye for detail and an exceptional level of accuracy when producing documents and inputting data
• Be hard working, enthusiastic and reliable
• Confidence in preparing and explaining numbers & be IT literate
• The ability to manage time and organise effectively