This leading local IFA practice is enjoying a sustained period of success and organic growth, is seeking a Paraplanner to complement its existing team in Macclesfield.
This business has established an enviable reputation locally, providing first class private wealth management solutions for a broad client base of high net worth and ultra high net worth individuals both locally and regionally. Our client is a highly innovative and forward thinking business, adopting a holistic approach to managing clients’ wealth.
As well as providing technical paraplanning support to the Directors, you will conduct whole of market research across various product ranges and funds, providing supporting suitability letters. You will draft reports for presentation to clients, as well as performing portfolio reviews. Your level of involvement will vary from case to case, being involved at various stages of the advice process. You will maintain up to date product knowledge and be responsible for database management and operating client review systems.
Ideally you will be Level 4 Diploma qualified, though this is not prerequisite. As well as having previous experience of the technical aspects of paraplanning, it is preferable that you have some client handling experience, either telephone based, or face to face. Being technically minded, you will have a strong understanding of a wide range of pension and investment products, as well as having a good general knowledge of the financial market. Organisational skills and the ability to manage and prioritise a diverse workload are paramount, as is the ability to manage internal and external relationships.
In return, you will receive a competitive basic salary, as well as a range of benefits. You will also enjoy working for a dynamic and innovative business that integrates the latest technology with traditional working practices, resulting in a modern and vibrant working environment. Being a small team, there is also the opportunity to progress and take on additional responsibilities.
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