Paraplanner Salary £35,000 – £40,000 Wilmslow
Working for a dynamic wealth management business who have a fresh approach to financial planning!
The role in brief:
* Providing high quality support to the adviser team
* Preparation of suitability letter and reports
* Research and analysis of financial products
* Analysing clients circumstances, goals and objectives to match the desired outcome
* Accurately recording clients data and compliance
* Communication between client and adviser to ensure both parties are updated
* Prepare and action points from meetings
To be successful you will:
* Have experience and a passion for financial planning
* Work with integrity
* Possess career aspirations
Job Types: Full-time, Permanent
Pay: £35,000.00-£40,000.00 per year
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