Paraplanner

Taylor James Professional Recruitment

Posted 4 hours ago, valid for 21 days

Manchester, Greater Manchester M17 1DJ, England

£24,000 - £30,000 per annum

Full Time

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Sonic Summary

Our client, a prestigious financial planning firm in Manchester city centre, is seeking a Paraplanner to join their experienced team on a permanent basis.
The role allows for home working or working from the firm's prestigious offices, making the candidate an integral part of the technical function.
Key responsibilities include writing suitability letters, attending client meetings, conducting product research, and completing compliant suitability reports.
Candidates should ideally have a Level 4 Diploma and experience dealing with High Net Worth clients, along with strong financial planning knowledge.
The position offers a competitive salary ranging from £32,000 to £44,000, along with home working options, full study support, bonuses, and a benefits package.

Our client, a prestigious firm of financial planners in Manchester city centre are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.

Working from home or out of prestigious offices (home working available), you will be an integral part of the firm’s technical function.

Working closely with the advisers, duties and responsibilities will include:

Writing and tailoring high quality suitability letters based on consultation with the Adviser
Attending client meetings (when required)
Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
To complete compliant suitability reports

The Person:

Level 4 Diploma (desirable)
Experienced in dealing with High Net Worth clients (desirable)
Reliable and diligent
Excellent working knowledge surrounding the key areas of Financial Planning
Strong commercial and technical knowledge
Personable and professional

In return this opportunity offers a basic salary of between £32,000 & £44,000, home working, full study support, bonuses and benefits package.

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