TechnicaL Paraplanner - Diploma Qualified
Technical Paraplanner - Diploma Qualified Knutsford Area, CheshireUp to £50,000NJR Recruitment is delighted to be working with a highly regarded Financial Planning firm to recruit an experienced and qualified Technical Paraplanner to join their growing team based in Knutsford.This is an excellent opportunity for a knowledgeable and technically strong Paraplanner looking to join a supportive, collaborative environment where you''ll play a key role in delivering high-quality financial planning solutions. Working closely with Advisers and the wider support team, you''ll be responsible for producing detailed suitability reports, carrying out research and helping deliver outstanding client outcomes.If you''re an experienced Paraplanner with excellent report writing skills and a passion for technical financial planning, we''d love to hear from you.The RoleAs a Paraplanner, you will provide technical support to Advisers across a broad range of financial planning cases, taking ownership of research, analysis and report preparation while supporting clients through every stage of the advice process.Key ResponsibilitiesTechnical SupportPrepare clear, compliant and client-focused suitability reports. Analyse existing client arrangements and identify opportunities to improve financial planning solutions. Assist Advisers with technical queries and financial planning strategies. Produce illustrations, product comparisons and supporting documentation. Case ManagementSupport the management ..... full job details .....
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