Details:
- Salary: £30,000 - 50,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Alderley Edge Cheshire East
- Date: 1 week ago
Description:
Paraplanner - Alderley Edge £30000 - £50000
Great opportunity for a paraplanner who is keen to join a well respected Chartered Financial Planners in Alderley Edge who specialise in true lifelong financial planning and evidence-based investment management.
You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports.
Core Responsibilities
* You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients.
* You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings.
* You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals.
This is a great opportunity in a well known and well respected firm working.
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Thrive by Chorni Limited acts as a recruitment agency.
#Manchester #Cheshire #Paraplanner #Wealth Management