My client is currently looking for an experienced Paraplanner to join their firm in Stockport.
THE ROLE
- Supporting Consultants in preparing accurate financial plans and suitability reports.
- Supporting the Consultants in research and analysis to meet client needs and objectives.
- To provide support, where needed, to the Compliance and Technical Manager.
- Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
- Continuous professional development to meet regulatory requirements and personal development needs.
- Managing individual work-flow and delivery.
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
- To provide technical guidance to the Client Services assisting with product specific, technical and compliance based queries.
THE CANDIDATE
- Excellent understanding of the financial planning process.
- Good report writing skills.
- Experience working in a Paraplanning role.
- Achieved professional qualifications to at least Level 4 (Diploma in Financial Planning).
- Experience of defined benefit pension transfers and the use of cash flow forecasts would be highly valued.
- Excellent communication skills both written and verbal.
- Attention to quality, detail and accuracy and getting it right first time.
- Be able to question colleagues comfortably when the information they have provided is not fully understood or the reasons for advice are unclear.
- Ability to work within tight deadlines.
- Flexible and able to deal with a multitude of tasks at once, able to prioritise when there are apparent conflicts of time or resource.
- Client focused; friendly, helpful and considerate to all.
- Show initiative, being able to motivate & manage oneself and to have a desire to improve and develop.
The company offers a competitive salary and excellent benefits package.
For more information please contact Graeme Hyland on or email
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