Job Description
Paraplanner (Part-time or Full time)
Location -Alderley Edge, Cheshire (SK9)
Salary -FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance
We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire. We are seeking to appoint an experienced Paraplanner to work alongside our existing paraplanner, helping build our client service team for the continued growth of the practice.
Our business has been established for 15 years within SJP. Our mission is in 'Improving the Lives' of all those associated with our practice, be that our existing clients or our staff. Our office has a family feel and a superb location on the edge of Alderley Edge village, next to the train station. We pride ourselves on the quality of our advice and the level of customer service provided to our clients.
You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients. Undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisor/Partner to present to clients.
As part of our paraplanning team, you will be a go-to individual for technical queries and the preparation of recommendations for clients. Your duties will focus on covering the full clien...