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Paraplanner

Employer
NJR Recruitment Ltd
Location
Altrincham, UK
Salary
Competitive
Closing date
3 Feb 2021

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Sector
Accountancy
Contract Type
Permanent
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Job Details

PARAPLANNER
ALTRINCHAM

An established Paraplanner is now sought after to work for one of our Clients, a recognised name within the North West Financial Advising Market. Candidates applying will be Level 4 Qualified, along with offering proven experience of working in a technical Paraplanning role.

This role will involve supporting and assisting the Financial Planners in the delivery of bespoke solutions to clients as part of the financial advice process. This will include; collating and interpreting client information, contribute to the formulation of suitable strategies, prepare suitability reports, identify disadvantages in the solutions proposed for clients and to bring these issues to the attention of relevant staff and to refer issues for escalation if required
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