My client is currently looking for an experienced Paraplanner to join their firm in Stockport.THE ROLE
* Supporting Consultants in preparing accurate financial plans and suitability reports.
* Supporting the Consultants in research and analysis to meet client needs and objectives.
* To provide support, where needed, to the Compliance and Technical Manager.
* Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
* Continuous professional development to meet regulatory requirements and personal development needs.
* Managing individual work-flow and delivery.
* Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
* To provide technical guidance to the Client Services assisting with product specific, technical and compliance based queries.
THE CANDIDATE
1. Excellent understanding of the financial planning process.
2. Good report writing skills.
3. Experience working in a Paraplanning role.
4. Achieved professional qualifications to at least Level 4 (Diploma in Financial Planning).
5. Experience of defined benefit pension transfers and the use of cash flow forecasts would be highly valued.
6. Excellent communication skills both written and verbal.
7. Attention to quality, detail and accu...