Hybrid working or opportunity to work from home with occasional visit to the office.
Great opportunity for a paraplanner who is keen to join a small independant Chartered Financial Planners who specialise in comprehensive financial planning, offering tailored advice to both individuals and businesses.
You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports.
Core Responsibilities
* You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients.
* You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings.
* You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals.
This is a great opportunity in a forward thinking firm who is very focused on employees wellbeing.
By proceeding with this application, you are consenting to Thrive by Chorni Limited’s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us
Thrive by Chorni Limited acts as a recruitment agency.
#Manchester #Cheshire #Paraplanner #Wealth Management #Financial Planning
Salary description
£30000.00 - £50000.00 per year