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Paraplanner

Our Manchester based Financial Planning client is looking to recruit an experienced Paraplanner to join their friendly and enthusiastic team. The business is independent, boutique and the whole company is very passionate on how they best advice their loyal clients on pension & investment matters.

This is a stand out role where you will add great value to advice process and be an instrumental team member.

The successful candidate will work closely with the Financial Advisers, providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.

Specific Responsibilities:

  • Writing Financial Planning Reports that our Advisers present to clients
  • Supporting the Advisers by conducting research on products and helping find the right solutions for our clients
  • Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries
  • Arranging for plans to be submitted to provider companies
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
  • Preparation of client review packs
  • Illustration requests
  • Keep up to date with financial products and legislation
  • Comply with all company and industry guidelines, rules and regulations

Experience and key requirements are:

  • You need to be motivated, friendly and professional at all times
  • Experience with working in a "Whole of Market" Financial Advice firm, Paraplanner/report writing experience
  • Diploma qualified is preferable but consideration will be made if you are working towards achieving this
  • The role requires a reliable individual who has the ability to manage and prioritise workloads
  • Outstanding communication skills at all levels
  • Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy
  • Analytical and problem solving skills
  • Experience of working as part of a team
  • Excellent organisational and multi-tasking abilities are essential
  • Flexibility/adaptability to cope with change
  • Confident with IT and office software packages Word, Excel, PowerPoint

Home working will be offered in this role with the view that you will be required to attend the offices during the week at least once.

An excellent salary and long term progression will be available. The business has long term employees and an excellent staff culture.

The business is looking to interview immediately and appoint as soon as possible subject to your notice period.

Please apply to us here at Recruit Wealth for an immediate response.


Location: Manchester, Lancashire | Salary: 42000 - 48000 per | Job type: Permanent | Posted: 01/01/0001

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