Job description
My client is a small HNW business near Knutsford and they are currently looking for an experienced Paraplanner to join their team.
As a Paraplanner you'll play a vital role in supporting their Financial Planners to deliver bespoke solutions to their high-net-worth clients. This is a client-focused, detail-oriented position.
You'll be part of a team that values long-term client relationships.
Why join them?
- Work alongside experienced Financial Planners
- Contribute to a small, client-focused team
- Opportunities for personal and professional growth
- Supportive and collaborative working environment
- Excellent benefits package
Key purpose
- Support Financial Planners in delivering tailored advice to high-net-worth clients
- Maintain personal and professional development
- Contribute to a client-focused team, working closely with all colleagues
Key responsibilities
- Establish and interpret client needs and objectives
- Gather and analyse financial information
- Research and prepare tailored recommendations
- Present financial solutions clearly and compliantly to the Financial Planner
- Support ongoing client reviews and relationship management
- Ensure all documentation meets regulatory standards
- Maintain systems for control and review
- Stay up to date with industry developments
Skills & qualifications
- Diploma qualified
- Proactive mindset and willingness to show initiative
- Strong technical knowledge of financial products and planning
- Excellent report writing and analytical skills
- Relationship management and communication skills
- High attention to detail and problem-solving ability
- Capable of working both independently and as part of team to deliver results
- Understanding of compliance and regulatory requirements
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
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