Manchester, Greater Manchester
£35000 - £40000 per annum
3 months ago
We are currently recruiting on behalf of a prestigious Wealth & Investment organisation based in the Manchester area. Our client is looking for a Paraplanner to join their team on a permanent basis.
Reporting to the Head of Financial Planning, the Paraplanner will take responsibility for:
- Requesting and reviewing investment data
- Undertaking financial analysis to produce financial reports
- Maintaining a healthy ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings with them
- Utilising researching and planning platforms/systems to gather investment information
- Keeping up-to-date knowledge of the industry, compliance and regulatory developments
- Ad hoc project management
The Paraplanner will meet the following skillset:
- Holds the Financial Planning (CII) Diploma Level 6 - desired but not essential
- A personable energetic nature - the ability to build rapport with both clients and colleagues alike
- Previous working experience within a Financial Planning role at a Wealth & Investment Management house or an IFA
- Ability to multi-task, while prioritising and planning own workload
- Good communication skills with the capability to write reports
- Ability to demonstrate and understand relevant regulatory framework
This company are well renowned in the Wealth & Investment industry. They offer excellent rewards, clear career progression to becoming a Financial Advisor and benefits.
If you believe you meet the criteria for the Paraplanner, please apply with your most recent CV.
Candidates without relevant experience will not be reviewed.
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