ParaplannerCheadle (hybrid)£35,000 - £40,000 + benefits

This is a great opportunity join a growth-focused wealth management firm, who are expanding their presence across the North-West through acquisitions. 

Now is the perfect time to join to be part of the exciting growth, and watch your career grow alongside the firm, with eventual opportunity to progress to Adviser level if desired.

You’ll support Advisers through report writing and client reviews across a wide variety of investment types, maintaining client records and ensuring compliance with legislative requirements.

With hybrid working and flexibility in start/finish times, the role offers a strong work/life balance without sacrificing career progression.

Your day-to-day:

Preparing review reports for client reviewsWriting suitability reportsEnsuring relevant compliance paperwork is completed and on fileMaintaining IO client recordsParticipating in client meetingsLiaising with product providers 

What you'll need:

2+ years in a similar roleIdeally Level 4 qualified or working towardsKnowledge of Intelligent OfficeExperience across a variety of advice types including pension, investment and protectionExperience of report writing across various advice types

What you'll get:

Full support will be given to help you achieve your goals, including working toward chartered status to future-proof your career and achieve your aspirations.Hybrid workingFlexibility in start/finish times25 days annual leave + bank holidaysCompany Pension scheme

If interested in learning more about this position, please apply now or contact Rhyan Scott at Reed Financial Services for more information.