Paraplanner
Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Senior ParaplannerLocation:Knutsford, CheshireSalary:£50,000 per annumBenefits:Full-time positionHybrid working available, including 1 day per week working from homeConvenient Knutsford locationAmple on-site parkingOpportunity to work closely with experienced Advisers and a supportive teamVaried role offering exposure to technical financial planning and complex client casesAbout the Company:Our client is an established financial planning practice based in Knutsford, Cheshire, providing a professional and client-focused service. They are looking to appoint an experienced Paraplanner to join their team and provide high-quality technical and financial planning support to the Advisers.This is an excellent opportunity for a Paraplanner with strong report writing skills who enjoys taking ownership of cases and working closely with Advisers and the wider administration team.Key Responsibilities:As a Paraplanner, your responsibilities will include:Preparing clear, compliant and client-focused suitability reportsProviding technical support to Advisers and assisting with financial planning strategiesAnalysing existing client arrangements and identifying opportunities to enhance current plansSupporting cases from initial instruction through to completionWorking closely with the administration team to ensure applications are processed accurately and efficientlyMonitoring submitted business and liaising with ..... full job details .....
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