Paraplanner: Financial Planning & Compliance Support

Bond Recruitment is hiring an experienced Paraplanner in Alderley Edge. This office-based role involves supporting Financial Planners by ensuring compliance, preparing suitability reports, and conducting relevant research to meet client objectives. The ideal candidate will have a strong understanding of the Financial Planning process and a high level of technical knowledge about financial products. Excellent report-writing and interpersonal skills are essential, along with the ability to work independently. Some local travel for training may be required.