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Paraplanner

3 months ago

Wilmslow, United Kingdom Puro Accountancy Full time
Paraplanner
Cheshire
Salary £40,000
Benefits:
Flexible and hybrid working
Annual bonus scheme
25 days holiday plus bank holidays and your birthday off
Study support available to become chartered
Enhanced pension contributions
Death in service benefit
Puro Accountancy are currently supporting a well-respected wealth management firm based in Cheshire in their search for a dedicated and detail-oriented Paraplanner to join their dynamic team.
As a Paraplanner at you will play a crucial role in supporting a team of financial advisors by providing comprehensive and accurate financial planning assistance.
Key Responsibilities:
Collaborate with financial advisors to prepare and maintain comprehensive financial plans for clients.
Conduct thorough research and analysis on investment products, financial strategies, and market trends.
Prepare detailed financial reports, including cash flow projections, retirement plans, and risk management assessments.
Assist in the preparation of client presentations and review meetings.
Ensure all financial planning activities comply with regulatory requirements and company standards.
Maintain accurate and organized client files and documentation.
Stay up to date with industry developments and changes in financial regulations.
Qualifications:
Proven track record in financial planning in a similar role.
Proficiency in financial planning software and tools
Strong analytical and research skills.
Excellent written and verbal communication abilities.
Natural ability to build and maintain excellent client relationships
High attention to detail and strong organizational skills.
Ability to work independently and as part of a team.
Qualified or working towards a professional qualification
If you are a proactive and detail-oriented individual with a passion for financial planning, we would love to hear from you. Please click to apply or contact Gemma at Puro Accountancy on (phone number removed)