Paraplanner

MI Search

Posted 25 days ago, valid for 17 days

Manchester, Greater Manchester M3, England

£45,000 per annum

Full Time

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Sonic Summary

A respected financial planning firm in Manchester is seeking a paraplanner to join its team.
The role involves working closely with Independent Financial Planners to provide comprehensive financial solutions for high-net-worth clients.
Candidates should have paraplanning or report writing experience, along with strong knowledge in tax, trusts, and pensions.
A CII Level 4 Diploma qualification is required, and a desire to pursue further qualifications is essential.
The position offers a basic salary of up to £46,000 and opportunities for career progression.

This respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.

Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.

You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.

This is an excellent role for anyone wanting to work in an environment where continual technical and career progression can be achieved. A route to being a financial planner from this role is possible.

You must have paraplanning / report writing experience, strong tax, trusts and pensions knowledge, ideally some corporate knowledge too would be advantageous but not essential.

In addition you must be CII Level 4 Diploma qualified and keen to study further qualifications. Basic salary up to £46,000 and benefits

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