Paraplanner Wanted (Macclesfield)

An excellent opportunity is available for a competent and experienced Paraplanner to join our successful team based in Macclesfield. Working closely with the Managing Director and other Ifas when required you will be responsible for the research and writing of Suitability Reports for our Hnw clients. You will also attend client meetings with the Ifa and therefore excellent communication skills and a professional manner are required. The ideal candidate will be Diploma qualified (or at least working towards) and have a strong understanding across the spectrum of investment products. As the main point of contact between the firm and the various product providers you will also be responsible for building working relationships and keeping the advisers up to date with new developments that you feel may be suitable for our client base. A competitive salary will be offered to the successful candidate based on experience and qualifications.

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