Paraplanner

Paraplanner
Cheshire
Salary £40,000

Benefits:

• Flexible and hybrid working
• Annual bonus scheme
• 25 days holiday plus bank holidays and your birthday off
• Study support available to become chartered
• Enhanced pension contributions
• Death in service benefit

Puro Accountancy are currently supporting a well-respected wealth management firm based in Cheshire in their search for a dedicated and detail-oriented Paraplanner to join their dynamic team.

As a Paraplanner at you will play a crucial role in supporting a team of financial advisors by providing comprehensive and accurate financial planning assistance.

Key Responsibilities:

• Collaborate with financial advisors to prepare and maintain comprehensive financial plans for clients.
• Conduct thorough research and analysis on investment products, financial strategies, and market trends.
• Prepare detailed financial reports, including cash flow projections, retirement plans, and risk management assessments.
• Assist in the preparation of client presentations and review meetings.
• Ensure all financial planning activities comply with regulatory requirements and company standards.
• Maintain accurate and organized client files and documentation.
• Stay up to date with industry developments and changes in financial regulations.

Qualifications:

• Proven track record in financial planning in a similar role.
• Proficiency in financial planning software and tools
• Strong analytical and research skills.
• Excellent written and verbal communication abilities.
• Natural ability to build and maintain excellent client relationships
• High attention to detail and strong organizational skills.
• Ability to work independently and as part of a team.
• Qualified or working towards a professional qualification

If you are a proactive and detail-oriented individual with a passion for financial planning, we would love to hear from you. Please click to apply or contact Gemma at Puro Accountancy on 01904 571760