Paraplanner

My client is currently looking for an experienced Paraplanner to join their business in Cheshire near Knutsford. The firm is a national chartered wealth and investment management practice.

THE ROLE

• To prepare written advice and provide technical research services to a team of Advisors and Partners
• To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner
• Regularly participate in team meetings, including highlighting issues and owning actions through to resolution
• Assist with any new business initiatives, as required
• Proactive in suggesting improvements for the continuing progression of the team and company
• Strong technical knowledge and research of financial services products
• Relevant experience in a wealth management environment
• Effective communication, both verbally and in writing
• Effective drafting of client advice
• Ability to attend client meetings

THE CANDIDATE

• Must be Diploma level (or equivalent) and looking to work towards Chartered status
• The candidate must have full paraplanning experience
• Experience in a fee based environment
• Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser
• Experience in report writing and research (ideally pre-sale)
• Able to deal with a fast pace and high pressure workload and need to not be afraid to challenge

Here is what they will give you:

• 25 days holiday entitlement + bank holidays
• Performance related bonus scheme
• Group life assurance
• Company pension
• Income protection insurance
• Flexible benefits package
• Flexible working (on an individual basis)

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

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