Paraplanner - Stockport

Full Time   Salary: £30,000 - £40,000

Stockport   Financial Services


Purpose of the job

  • To support the Corporate Consultants in providing, implementing and reviewing financial advice given to private and corporate clients
  • To assist with the annual review process for both private clients and scheme members
  • To assist and support the Corporate Director in providing investment advice and governance to our corporate schemes.
  • To take responsibility for the ongoing monitoring and analysis of the corporate investment proposition, reporting into the Investment Committee as required.

Main Duties and Responsibilities

  • Supporting the Corporate Consultants in preparing accurate financial plans and suitability reports.
  • Supporting the Corporate Consultants in research and analysis to meet client needs and objectives.
  • To provide support, where needed, to the Paraplanning and Technical Manager & Corporate Director.
  • Developing and maintaining effective internal relationships with various areas of the business to meet agreed targets.
  • Continuous professional development to meet regulatory requirements and personal development needs.


                                Working Hours

A nominal 37.5 per week - 9.00am to 5.30pm with 1 hour lunch.


Experience, skills qualifications

  • Excellent understanding of the financial planning process.
  • A good understanding of Group Pension Schemes.
  • Proficient in potential pension switch or consolidation research
  • Experience working on Pension Scheme Switches would be advantageous.
  • Good report writing skills.
  • Proficient IT skills. This should include knowledge of Microsoft Word and Excel.
  • Experience working in a Paraplanning role.
  • Achieved professional qualifications to at least Level 4 (Diploma in Financial Planning). A candidate close to completing Level 4 may be considered.

Excellent Client Service skills, including the ability to engage clients, build rapport and

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