$42,529 - $54,680 yearly
CV Library
SK9, Wilmslow, Cheshire East
The opportunity for a Paraplanner to join an exceptional Wealth Management Practice working in their Alderley Edge office.
You will sit within a team of 19 which has plans to double in size over the next few years. Numerous members of the team have received prestigious awards and have been fully supported by the business to achieve these.
Key Responsibilities
* Accurately prepare suitability reports and letters to target deadlines
* Ensure all client work is compliant and supported with relevant paperwork
* Undertake comparative research in preparation of client recommendations
* Complete technical research as part of the existing arrangement review process
What's on offer?
* flexible working
* 30 days holiday + bank holidays
* discretionary annual bonus
* matched pension contributions
* private medical insurance
* full exam support
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will...