Paraplanner

Taylor James Professional Recruitment

Posted 2 days ago, valid for 8 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 to hire a Paraplanner for a permanent position.
The role involves writing suitability letters, attending client meetings, conducting product research, and completing compliant suitability reports.
Candidates should ideally possess a Level 4 Diploma and have experience dealing with High Net Worth clients.
The position offers a competitive salary ranging from £35,000 to £46,000, along with home working options and a comprehensive benefits package.
The successful applicant will be reliable, diligent, and possess strong commercial and technical knowledge in financial planning.

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 £35,000 & £46,000, home working, full study support, bonuses and benefits package.

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