Paraplanner

Salary: £35,000 – £40,000

Wilmslow

Working for a dynamic wealth management business who have a fresh approach to financial planning!

The role in brief:

• Providing high quality support to the adviser team
• Preparation of suitability letter and reports
• Research and analysis of financial products
• Analysing clients circumstances, goals and objectives to match the desired outcome
• Accurately recording clients data and compliance
• Communication between client and adviser to ensure both parties are updated
• Prepare and action points from meetings

To be successful you will:

• Have experience and a passion for financial planning
• Work with integrity
• Possess career aspirations

Job Types: Full-time, Permanent

Pay: £35,000.00-£40,000.00 per year