- Support Financial Consultants in preparing accurate financial plans and suitability reports
- Conduct research and analysis to meet client needs and objectives
- Have a thorough understanding of holistic financial planning and feel confident querying Consultants when necessary
- Provide expert knowledge on areas such as Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments like EIS/VCT/BPR
- Assist the Head of Operations and Compliance with additional support as required
- Build and maintain strong internal relationships across the business to meet agreed targets
- Ensure compliance with all legislative requirements and promote a culture of responsibility in business operations
- Manage individual workflow and ensure timely delivery
- Continuously improve through professional development, meeting both regulatory and personal development goals
- Offer technical guidance to the Client Services Team (CST), assisting with product-specific, technical, and compliance-based queries
- Work closely with the CST to ensure accurate and compliant advice implementation
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INTEGRO PARTNERS LTD
Posted a day ago, valid for a day
Stockport, Cheshire SK4 3GN, England
Full Time
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Sonic Summary
- The position is for a Paraplanner based in Stockport, offering a salary range of £35,000 to £45,000 depending on experience.
- The ideal candidate should have experience in supporting financial planners and delivering high-quality client service.
- Key responsibilities include preparing financial plans, conducting research, and providing expert knowledge on various financial areas.
- The role requires a thorough understanding of holistic financial planning and the ability to work collaboratively with the Client Services Team.
- Flexible working options are available, making this an excellent opportunity for those looking to advance their careers in financial advice.
