My client is currently looking for an experienced Paraplanner to join their business in Knutsford. The firm is a chartered wealth and financial planning firm.

The successful candidate will prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. They will be responsible for ensuring that the preparation of advice for clients is of the highest quality.

Key responsibilities:

• Develop and maintain effective relationships with clients and colleagues
• Prepare suitability reports across a wide range of financial products
• Ensure all relevant compliance paperwork has been carried out
• Carry out technical research as part of the existing arrangement review process
• Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures
• Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check
• Deal with client and insurer queries to completion as appropriate
• Ensure that client queries are appropriately investigated and accurate responses given
• Accurately and efficiently support the private client/financial planning team to enable the achievement of targets and meet client expectations

Skills and qualifications:

• Diploma in Financial Planning (DipPFS) or equivalent level 4 industry qualification
• Similar experience in a paraplanning role with a desire to further development and to undertake relevant examinations
• Client focused with a good telephone manner
• Organisation and prioritisation skills to meet deadlines
• Ability to work independently and excellent inter-personal skills, both written and verbal

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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