Paraplanning Professional

15 hours ago


Wilmslow, Cheshire East, United Kingdom Bond Rec Full time
Job Description

We are seeking a highly skilled Paraplanning Professional to join our client's IFA practice in the region. As a key member of the team, you will provide support to Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.

Main Responsibilities

  • Comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times.
  • Follow closely the Centralised Investment Proposition (CIP) and other advice guidelines.
  • Prepare relevant documentation and comparisons to be reviewed with the Adviser.
  • Identify and discuss areas for further client financial planning with the Adviser.

Requirements

  • Broad knowledge and enthusiasm for financial services world.
  • An eye for detail and thirst for accurate report-writing.
  • Excellent inter-personal skills, both written and verbal.
  • Ability to achieve agreed outcomes without supervision working within agreed timescales.

What We Offer

The salary for this position is estimated to be around £38,000 - £48,000 per annum depending on experience. This is a great opportunity to join a reputable IFA practice and develop your career in financial services.



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