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Paraplanner

2 months ago

Alderley Edge, United Kingdom Ortus PSR Full time

The  Paraplanner will support Chartered Financial Planners with preparing client reports, conducting research, assisting in the development of financial plans, and maintaining client files. They are a leader in lifelong financial planning, offering bespoke advice to successful individuals and business owners. Our commitment to clarity and precision ensures our clients can enjoy life fully, today and tomorrow.

This firm offers a supportive, growth-oriented environment, fostering professional development and a passion for making a positive impact. Located in Alderley Edge, the role provides a chance to work with a close-knit team in a beautiful setting, with a focus on integrity, transparency, and long-term client relationships.

Paraplnner Salary is up to £35,000 + Benefits 

Key Responsibilities:

  • Preparing detailed client reports and financial summaries.
  • Conducting thorough research on financial products.
  • Assisting with client meeting documentation.
  • Supporting the development of tailored financial plans.
  • Ensuring client files meet compliance standards.
  • Liaising with clients to gather information and provide updates.

Skills & Qualifications Required:

  • Level 4 Diploma in Financial Planning or working towards it.
  • Strong analytical and research skills.
  • Attention to detail and accuracy.
  • Effective communication skills.
  • Ability to work collaboratively.
  • Proficiency in financial planning software.

Apply Today and take the next step in a rewarding career.