Paraplanner Job in SK9, Wilmslow, Cheshire East

Paraplanner Job in SK9, Wilmslow, Cheshire East. Apply for the latest SK9, Wilmslow, Cheshire East jobs in Accounting/Financial/Insurance.

Paraplanner Job in SK9, Wilmslow, Cheshire East

Job Description
The opportunity for a Paraplanner to join an exceptional Wealth Management Practice working in their Alderley Edge office.

You will sit within a team of 19 which has plans to double in size over the next few years. Numerous members of the team have received prestigious awards and have been fully supported by the business to achieve these.

Key Responsibilities

* Accurately prepare suitability reports and letters to target deadlines

* Ensure all client work is compliant and supported with relevant paperwork

* Undertake comparative research in preparation of client recommendations

* Complete technical research as part of the existing arrangement review process

What's on offer?

* flexible working

* 30 days holiday + bank holidays

* discretionary annual bonus

* matched pension contributions

* private medical insurance

* full exam support

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Para-planner, Paraplanning, Wealth, Financial Advice, Financial Planning, IFA

Job Type: Permanent, Full Time
Location: SK9, Wilmslow, Cheshire East
Category: Accounting/Financial/Insurance
City: Wilmslow
County: Cheshire
Country: United Kingdom
Salary: £35000 – £45000/annum
Benefits: