Financial Services Specialist

2 days ago


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

Bond Recruitment, a leading recruitment agency in the UK, is seeking an experienced Paraplanner to join their team on behalf of a prominent IFA practice in Cheshire.

The role involves providing administrative support to Financial Planners and other staff members when advising clients on their financial strategies and plans. The successful candidate will be responsible for ensuring compliance with relevant regulations and maintaining detailed knowledge of compliance procedures.

  • Familiarize yourself with the Centralised Investment Proposition (CIP) and other advice guidelines to provide informed recommendations to clients.
  • Maintain accurate records and ensure that all client files are up-to-date and compliant with regulatory requirements.
  • Evaluate client files to identify potential issues and provide proactive solutions to mitigate any risks.
Essential Skills and Qualifications:
  • An understanding of the Financial Planning process and ability to work within agreed business processes.
  • Broad knowledge and enthusiasm for the financial services industry, with a high level of technical knowledge about financial products and services.
  • Excellent inter-personal skills, both written and verbal, to communicate effectively with clients and colleagues.
  • Able to work independently, with minimal supervision, and prioritize tasks efficiently to meet deadlines.

This office-based role offers a competitive salary package of £30,000 - £40,000 per annum, depending on experience, plus excellent benefits and opportunities for career growth.



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