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  • Salary: £35000 - £45000 per annum
  • Location: Macclesfield, Cheshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    02 Jun 2020
  • Job reference: 33559

My client is a chartered IFA firm and they are currently looking for a Paraplanner to join their team near Macclesfield.

The role

  • Undertake relevant research to identify suitable solutions to meet a client's specific objectives
  • Prepare relevant documentation and comparisons ready to be reviewed
  • Prepare suitability reports
  • Preparing and maintaining client files
  • To collate all the quantitative detailed information required to support any recommendations to be made
  • To ensure all relevant paperwork held within a client file is present, relevant and compliant
  • Discuss client objectives with the Adviser
  • Ensure all appropriate 'know your client' information has been obtained and can be demonstrated within the relevant client file
  • Identify and discuss areas for planning with the Adviser
  • Attend client meetings with Advisers if required
  • Ensure any updates and reports are issued to clients in a timely manner
  • When instructed, review client investment portfolios, asset allocations, risk profile etc.
  • Attain and maintain level of competence as required by the firm

Relevant paraplanning experience and industry qualifications are essential. Part Level 4 qualified will be considered.

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