Paraplanner

Job Description

Fram Search are working with a Chartered Financial Planning company with a national presence. Due to the increase in new client and annual reviews they need to add an additional paraplanner to their established team in Wilmslow. This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success which enable our client to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers.

Role Objective

They are seeking a detail-oriented and analytical Paraplanner to join our team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients.

Duties & Responsibilities

• Conduct comprehensive financial analysis to assist in the development of financial plans.
• Gather and organise client financial information, including income, expenses, assets, and liabilities.
• Use financial planning software to model various scenarios and projections.
• Prepare and review investment proposals and reports for clients.
• Collaborate with advisors to develop and implement customised financial strategies.
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