Job description
My client is a small HNW business near Knutsford and they are currently looking for an experienced Paraplanner to join their team.
As a Paraplanner you'll play a vital role in supporting their Financial Planners to deliver bespoke solutions to their high-net-worth clients. This is a client-focused, detail-oriented position.
You'll be part of a team that values long-term client relationships.
Why join them?
1. Work alongside experienced Financial Planners
2. Contribute to a small, client-focused team
3. Opportunities for personal and professional growth
4. Supportive and collaborative working environment
5. Excellent benefits package
Key purpose
6. Support Financial Planners in delivering tailored advice to high-net-worth clients
7. Maintain personal and professional development
8. Contribute to a client-focused team, working closely with all colleagues
Key responsibilities
9. Establish and interpret client needs and objectives
10. Gather and analyse financial information
11. Research and prepare tailored recommendations
12. Present financial solutions clearly and compliantly to the Financial Planner
13. Support ongoing client reviews and relationship management
14. Ensure all documentation meets regulatory standards
15. Maintain systems for control and review
16. Stay up to date with industry developments
Skills & qualifications
17. Diploma qualified
18. Proactive mindset and willingness to show initiative
19. Strong technical knowledge of financial products and planning
20. Excellent report writing and analytical skills
21. Relationship management and communication skills
22. High attention to detail and problem-solving ability
23. Capable of working both independently and as part of team to deliver results
24. Understanding of compliance and regulatory requirements