Paraplanner

A chance to work for a reputable wealth management firm in Manchester city centre in a Paraplanner role.

Client Details

A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.

Description

As a Paraplanner, you will be supporting the Financial Planners with administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:

• Providing technical support for Advisers and other teams
• Preparing suitability reports for clients and preparing client review packs
• Carrying out specific research on financial products for each individual client needs
• Preparing information for analysis and further discussion with the adviser
• Carrying out reviews and dealing with client queries quickly and efficiently, and act as a point of contacts for clients
• Submitting plans to third party provider companies
• Considering allocation of assets for investment strategy in relation to client's risk profile and their objectives
• Preparing draft recommendation reports and liaising with administration teams to ensure they are correctly implemented
• Maintaining all necessary administrative information, ensuring all is correct and accurate, as well as being compliant with relevant bodies
• Keeping up to speed with changes in legislation and new financial products being introduced

Profile

For this role, we are looking for someone who has:

• Significant experience in a Paraplanning role
• Minimum level 4 qualified (CII Diploma or IFS Diploma)
• Excellent communication skills with confidence to speak to various stakeholders and enjoys client interaction
• Prides themselves on their customer service skills
• Has a strong attention to detail and able to work with a high level of accuracy
• Strong analytical skills and able to solves problems effectively
• Confidence with systems and IT such as IO, FE Analytics, Cashcalc etc
• Excellent report writing skills

Job Offer

As Paraplanner, you will get:

• Salary up to 45,000
• 25 days holiday plus bank holidays
• Birthday off
• Company pension scheme
• Bonus scheme
• Private healthcare
• Discount on services such as dental, eye care etc
• Support for professional development
• Social events