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- Location: Stockport (hybrid working)
- Salary: £40,000-£45,000, with performance-related increases
We are seeking an experienced Paraplanner to join a leading independent financial advice business in Stockport. Our client are dedicated to helping clients navigate complex financial markets with confidence. As a Paraplanner, you will play a crucial role in the Operations team, working closely with financial planners to provide essential research and report writing services.
Day-to-Day of the Role:- Client Interaction: Understand clients' financial situations and objectives to provide tailored support.
- Research and Analysis: Conduct thorough research and analysis across various financial planning areas such as pensions, investments, and estate planning.
- Report Preparation: Prepare detailed recommendation reports and maintain high standards of documentation and compliance.
- Client Record Maintenance: Keep client records accurate and up-to-date using back-office systems.
- Qualifications: Must have attained the Level 4 Diploma in Financial Planning and have at least three years of experience in a Paraplanning role.
- Knowledge: Broad knowledge in financial planning, including pensions, investments, protection, and estate planning. Experience in an IFA/Wealth Management environment is required.
- Skills: Excellent communication, organisation, customer service, and teamwork skills. Proficiency in using financial planning technologies and research tools like Intelligent Office, Finametrica, and FE Analytics is highly desirable.
- Growth and Development: Invest in your professional growth through clear career progression opportunities and salary increases linked to qualifications.
- Flexible Working: Enjoy the flexibility of hybrid working.
- Employee Benefits: Employee Benefits Trust, generous holiday package, private medical insurance, income protection, and more.
To apply for the Paraplanner position, please submit your CV or contact Rhyan Scott at Reed Financial Services for more information.
