Current Vacancies

• Paraplanner

  consultant: Isabelle Madams reference: IM-7033 Location: Altrincham, Cheshire
  Salary: £28000 per Annum Contract: Permanent

  Paraplanner
  Location: Altrincham
  Salary: £28,000

  This award winning Chartered Financial Management firm prides themselves on the quality of advice they provide for their clients. An excellent opportunity for an experienced Paraplanner to develop their career within a growing firm reporting to the Senior Paraplanner and Compliance Manager.

  Key responsibilities

  Provide advice within a strict ethical and compliance framework and under guidance from Managers
  Provide technical support to Sales Consultants
  Complete portfolio reviews and rebalancing requests
  Handle client and insurer queries via telephone or in writing
  Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients
  Ensure 1st is kept up to date with clients and portfolio details as necessary and required
  Manage own workload and commit to personal development

  Skills

  A minimum 2 Years previous experience as a Paraplanner
  Experience of working with 1st and Prestwood / Truth Software
  Qualified or studying towards Diploma in Financial Planning
  Excellent research, analysis and report writing skills

  Add to Folderreference: IM-7033