Job Description
Paraplanner - Cheshire/Manchester - £30000 - £50000
Hybrid working or opportunity to work from home with occasional visit to the office.
Great opportunity for a paraplanner who is keen to join a small independant Chartered Financial Planners who specialise in comprehensive financial planning, offering tailored advice to both individuals and businesses.
You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports.
Core Responsibilities
* You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients.
* You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings.
* You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's fut...
Hybrid working or opportunity to work from home with occasional visit to the office.
Great opportunity for a paraplanner who is keen to join a small independant Chartered Financial Planners who specialise in comprehensive financial planning, offering tailored advice to both individuals and businesses.
You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports.
Core Responsibilities
* You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients.
* You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings.
* You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's fut...
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