SonicJobs Logo
Left arrow iconBack to search

Senior Paraplanner

NJR Recruitment
Posted 4 days ago, valid for a month
Location

Manchester, Greater Manchester M24WU, England

Salary

£45,000 per annum

Contract type

Full Time

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • NJR Recruitment is seeking an experienced Senior Paraplanner for a well-known Group of Independent Financial Advisers in North Manchester.
  • The position requires at least 5 years of experience and a QCF Level 4 qualification in Personal Financial Planning, with Level 6 underway.
  • The Senior Paraplanner will support three Financial Advisors by analyzing client needs and writing comprehensive reports.
  • Key responsibilities include developing relationships with management, advisers, and third-party providers, as well as providing first-class financial advice support.
  • The salary for this role is competitive and commensurate with experience.

NJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office. They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors. This position will be well suited to an experienced individual who would be required to analyze clients needs to the highest level and write client reports.

This is a challenging yet exciting role and requires someone who can directly interact with the management team and staff and provide first class financial advice support to the firms advisers.

Key Responsibilties of the Senior Paraplanner:

  • Take the lead in developing a close and trust-based relationship with the Management and advisers, other members of the in-house team and, ultimately, the firms clients.
  • Function as a main point of contact and support to advisers in the local office in relation to the personal financial planning needs of the firms clients.
  • Development of relationships with third party providers and fund management firms is also a key part of this role.

Skills and Experience:

  • At least 5 years experience
  • The role requires the individual to be currently QCF Level 4 qualified in Personal Financial Planning with QCF Level 6 underway (support in achieving this level will be provided if required).
  • Comprehensive, holistic Financial Planning
  • Cash Flow Modelling at a detailed level
  • Investment planning, investment management and potentially investment consultancy
  • Pensions pre, at and post retirement
  • Pension Switching and Pension Transfers
  • Estate and Succession Planning with familiarity of Inheritance Tax mitigation techniques
  • Tax-led investments, such as EIS, VCT and Business Relief and, potentially, Structured Capital at Risk Products (SCARPS)
  • Protection planning, including for businesses
  • Excellent organisational skills, numerate and IT literate with an ability to think proactively and prioritise work
  • Excellent communication, interpersonal and listening skills
  • Experience of working in a highly professional regulated area is essential
  • A flexible approach to work
  • Experience in creating client Financial Planning Reports to the highest possible standards

Systems

  • Intelligent Office (IO) Candidate MUST have experience of Intelliflo and ideally be a skilled user
  • Other presently used platforms include: ? Investment Platforms Parmenion, Novia, Ascentric
  • Cashflow Planning
  • Morningstar
  • Selectapension
  • Virtual Cabinet
  • Microsoft Office Excel, Word, Outlook & Teams
  • AssureWeb
  • FE Analytics

If this role is something that might be of interet to you, then apply directly online or for further information speak to one of our specialist recruiters quoting reference NJR

#FIN

Apply now in a few quick clicks

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.