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Paraplanner, Altrincham (CR-628)

£30000 - £40500 plus benefits

up to £40,500 plus benefits

Our Client is a Chartered firm of Financial Advisers that have built a strong reputation on client care and customer satisfaction, based on high levels of integrity and ethics. 
An opportunity has recently arisen as they continue to grow their technical support team, an integral division of the business.

Primary responsibilities:

  • Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
  • Provide a high level of technical support to the Financial Advisers
  • Complete portfolio reviews for the Clients
  • Handle client’s questions and queries both in writing and on the telephone
  • Ensure the database is kept up to date with clients and portfolio details as necessary and required
  • Remain up to date with any changes in Compliance and/or the financial services marketplace 
  • Commit to continuous personal development and retain supporting records for inspection 
  • Manage your own work load accordingly

About you:

  • Well organised, professional and self-motivated 
  • Qualified to Diploma level (or close to achieving it)
  • Excellent analytical, research and report writing skills
  • IT literate, proficient with Word and Excel
  • A working knowledge of 1st software would be advantageous
  • A team player who can work independently and under pressure 
  • Enjoy work and have a cheerful disposition
  • Whole of Market experience
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: