Paraplanner

Paraplanner

Location - Alderley Edge, (SK9, Cheshire) or Hybrid

Salary - £40k - £45k + Private Medical Insurance, Death in service 4 x salary, generous pension matching, and a discretionary bonus scheme.

We are an SJP Senior Partner Practice in Alderley Edge looking to appoint an experienced Paraplanner to join our business.

Our Practice is in the early stages of transitioning to a multi-adviser business, and we are seeking a Paraplanner to assist in providing a first-class service to our clients. Our work consists primarily of retirement planning, Inheritance Tax advice, investments, and family protection.
We will encourage you to work closely with the existing Senior Partner, and any future advisers appointed within the business, as well as directly with our clients as we seek to provide them with an excellent service.

You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisors/Partner to present to clients.

As our Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed...