Paraplanner
Kind Consultancy is working with a succesful, national Wealth Management firm which is currently seeking a Paraplanner to join them in a permanent role paying £35,000 to £50,000 dependent on experience. This role will have a hybrid work model to be based out of the firm’s Wolverhampton, Stockport or Newcastle offices – candidates must be able to commute to one of these locations.
The Paraplanner will support the firm’s Financial Planners by conducting research, preparing reports, and ensuring that clients receive the best advice based on thorough analysis, with key responsibilities including:
- Preparing detailed financial reports and recommendations.
- Conducting research on financial products and market trends.
- Assisting Financial Planners in developing client strategies.
- Ensuring compliance with regulatory requirements.
Our ideal candidate for the Paraplanner opportunity:
- Holds a minimum of a Diploma in Financial Planning or equivalent, and wishes to aspire to be Chartered and a CFP.
- Has experience in paraplanning or similar role involving the use of Cashflow planning tools and CRM systems.
- Demonstrates strong analytical and research skills.
- Has good knowledge of financial products and the current regulatory environment.
- Has a keen eye for detail
If you’re interested in the Paraplanner opportunity, you have the skills, experience and qualifications we’re looking for, and you’re based in or can commute to Newcastle, Stockport or Wolverhampton, please apply with an updated CV today.
