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  • Location:

    Knutsford, Cheshire

  • Sector:


  • Job type:


  • Salary:

    £25000 - £32000 per annum

  • Contact:


  • Contact email:

  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


Job Description

Do you have 2 years and above experience working in a Paraplanning role, ideally for a financial planning organisation? Do you have a clear understanding of the financial planning process?

If so, this could be a perfect opportunity for you. Working at the client's main office in the Knutsford area, you will be a candidate that can analysis information and conduct research for appropriate to produce articulate suitability reports.

Benefits for this role include:

A competitive basic salary, ranging between £25,000-£32,000 - dependant on experience and relevant qualifications.

23 days annual holiday leave including bank holidays.

4 x Death In Service benefit.

Employer pension contributions.

Flexible working hours.

Free on site car parking and local public transport links.

Day to day duties for this role include:

Analysing data and using the research tools to provide solutions that meet client needs and objectives.

Provide reports to support research undertaken.

Consolidation of client objectives and needs, together with the recommendations and course of action in a written format via client specific illustrations, key features documents and suitability reports.

Carrying out all tasks in a manner that's consistent with compliance procedures.

Ensuring all client files are compliant on an ongoing basis.

Carrying out research and the analysing of products and services that are appropriate to each client's financial circumstances.

Drafting and proposing financial solutions that not only meet each client's goals and needs but objectives.

To apply for this role, you must have the following skills, experience and qualifications:

High level of Pension and Investments knowledge.

It would be ideal for you to have a level 4 diploma that's qualifying with financial planning however this isn't an essential.

Ability and experience to produce professional and technical reports that can support the advice process.

If you fit the above criteria, please apply directly and to speed up your pre-registration, complete our pre-registration link on

If you require any further information, please call Daniel on 0151 242 6090 for further assistance or alternatively e-mail Daniel on


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