Wealth Planning Paraplanner — Investment Reports & Research

Brooks Macdonald Group plc; Altrincham; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading wealth management firm in Altrincham seeks a Paraplanner to provide technical support to financial consultants, create detailed investment reports, and prepare pre-investment packs. The ideal candidate has a Financial Planning Diploma (Level 4) and a minimum of two years’ Paraplanning experience. This role emphasizes collaboration, with employees in the office three days a week, promoting a culture of diversity and inclusion.

Qualifications

• Minimum two years’ experience as a Paraplanner in a similar firm.
• Hold or be working towards Financial Planning Diploma (Level 4).
• Knowledge of investing and financial services products is essential.

Responsibilities

• Create investment reports for existing clients to provide detailed insights.
• Prepare pre-investment packs for Financial Consultants to assist recommendations.
• Produce market research reports for Financial Consultants.

Skills

Knowledge of investments and financial services products

Communication skills

Research ability

Education

Financial Planning Diploma (Level 4)

Job description

A leading wealth management firm in Altrincham seeks a Paraplanner to provide technical support to financial consultants, create detailed investment reports, and prepare pre-investment packs. The ideal candidate has a Financial Planning Diploma (Level 4) and a minimum of two years’ Paraplanning experience. This role emphasizes collaboration, with employees in the office three days a week, promoting a culture of diversity and inclusion.