Based in the heart of Macclesfield, our Client are a long-established leading Independent Financial Advice firm that operates with a team of Chartered Financial Planners that predominantly services clients in Cheshire, Derbyshire and Staffordshire, but also across the UK.
Embracing their Chartered Financial Planning status, our Client is now looking to recruit an experienced Technical Paraplanner who is level 4 (or very close) Diploma Qualified. Candidates applying will offer experience working for an IFA Practice and should have excellent report writing skills. You must be able to write bespoke technical reports in relation to \'Whole of the Market Products\', and therefore offering knowledge of;
\" Onshore/Offshore Bonds
\" General Investment Accounts
o Pensions inc SIPPs & SSASs
o Life Assurance
o Model Portfolios
o IHT / Tax Planning
Working as part of an established team the successful Candidate will be responsible for;
\" Attending Client Meetings
\" Asset Allocation and Model Portfolio set-up & Management
\" Writing Bespoke Technical Suitability Reports
\" Ensuring all research and relevant information is on file to meet compliance
\" Member of the Investment Committee
\" Monthly Investment Statistics & Monitoring
\" Due Diligence of Providers, Products & New Technology
\" Highlight opportunities to the Adviser
If you have the relevant skills and experience as outlined above then we would be very keen to hear from you and discuss the next move and career aspirations.
PLEASE NOTE; We have a 48 hour turnaround time for getting back to candidates who are applying for jobs. Unfortunately, due to the volume of applications we are currently receiving, if you haven\'t heard from us within the allocated turnaround time then unfortunately your application will have been unsuccessful, and we wish you all the best in your job search.