Paraplanner

recruitment22

Posted a day ago, valid for 17 days

Manchester, Greater Manchester M17 1DJ, England

Full Time

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Sonic Summary

The position of Paraplanner in Manchester offers a salary range of £35,000-£40,000.
This role is ideal for individuals at the beginning of their Paraplanning career and requires candidates to have or be working towards a level 4 diploma in financial planning.
Candidates should possess skills in analyzing information and conducting research to create suitability reports, with familiarity in tools like Intelligent Office and Dynamic Planner being advantageous.
The company emphasizes employee training and development, promoting Paraplanners into their Advice team before seeking external candidates.
Benefits include company events, a pension plan, private medical insurance, and a £500 bonus for each exam passed, with all exam and study materials covered by the company.

Paraplanner, Manchester, £35,000-£40,000 This is a perfect opportunity for someone at the start of their Paraplanning career 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 and have or be working towards the level 4 diploma in financial planning. 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, and that will always promote a Paraplanner into their Advice team before looking externally. 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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