Paraplanner

Taylor James Professional Recruitment

Posted a day ago, valid for 17 days

Manchester, Greater Manchester M17 1DJ, England

Full Time

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Sonic Summary

Our client, a prestigious financial planning firm in Manchester, is seeking a Paraplanner to join their experienced team on a permanent basis.
The role offers the flexibility of working from home or from the firm's offices, contributing to the technical function of the firm.
Key responsibilities include writing tailored suitability letters, conducting product research, and attending client meetings as needed.
Candidates should ideally have a Level 4 Diploma and experience with High Net Worth clients, along with strong financial planning knowledge.
The position offers a competitive salary between £36,000 and £50,000, along with full study support and a comprehensive benefits package.

Our client, a prestigious and award winning firm of financial planners in Manchester 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 £36,000 & £50,000, home working, full study support, bonuses and benefits package.

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