Paraplanner

recruitment22

Posted 3 days ago, valid for a day

Manchester, Greater Manchester M17 1DJ, England

Full Time

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Sonic Summary

The job position is for a Paraplanner in Manchester, offering a salary between £39,000 and £40,000.
Candidates must be level 4 qualified and have at least 2 years of Paraplanning experience.
The role involves analyzing information and conducting research to produce suitability reports, particularly for pension switching.
Experience with tools like Intelligent Office, Dynamic Planner, Genovo, and Selectapension is beneficial but not essential.
The company emphasizes employee training and development, providing opportunities for career advancement within a supportive environment.

Paraplanner, Manchester, £39,000-£40,000 This is a perfect opportunity for someone who is level 4 qualified and has 2+ years Paraplanning experience to join an ambitious and genuinely forward thinking IFA in Manchester. You’ll need to be able to analyse information and conduct research to produce accurate and appropriate suitability reports, especially with regards to switching Pensions. Use of Intelligent Office, Dynamic Planner, Genovo and Selectapension would be beneficial but not essential. In return you’ll be joining a business that prides itself on the training and development of its employees. So if your goal is to further your career as a Paraplanner, or join a business and have the opportunity to become an Adviser within a realistic time-frame, then this is the one for you. Your responsibilities will include:

Carrying out research relating to pensions/investments and preparing suitability reports for our team of New Business/Wealth Management Advisers
Working as a team with all stakeholders within the business to ensure we achieve great client outcomes
Undertaking CPD for continuous improvement

The benefits include:

Company events
Company pension
Private medical insurance
£500 bonus for each exam passed
All exam and study material paid for by the company
Schedule:
Monday to Thursday 8am – 4pm or 9am – 5pm
Friday 8am – 3pm or 9am – 4pm
Office based

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