Job Description
Job Advert: Paraplanner
Location: Knutsford
Salary: Between £30,000-£40,000
Reference Number: 9616
Overview:
An exciting opportunity has arisen for an experienced Paraplanner to join a growing financial planning practice, providing support to a team of client-facing advisers. If you have a passion for delivering high-quality paraplanning services and enjoy working in a professional, supportive environment, this could be the perfect role for you.
What can you expect?
* Salary: £30,000 - £40,000 (depending on experience and qualifications).
* 25 days holiday per year.
* 4x Death in Service Benefit.
* Employer pension contributions.
* Flexible working hours.
* Business Park location with free parking.
* Support for professional development and further study to advance within the business.
Key Responsibilities:
1. Receive instructions from advisers following client meetings and interpret the data provided.
2. Analyse client information and conduct thorough research using various tools to provide tailored solutions.
3. Consolidate client needs and objectives into clear recommendations and action plans, delivered through suitability reports, illustrations, and key features docume...