Paraplanner
other jobs Big Sky Additions
Added before 4 Days
- England,North West,Greater Manchester
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
Paraplanner
Location: Manchester
Salary: £40,000 – £50,000 (depending on experience)
A well-established and highly respected Wealth Management / Financial Planning firm in Manchester is looking to recruit an experienced Paraplanner to join their growing team.
This is an excellent opportunity for a technically strong Paraplanner who enjoys supporting Financial Advisers and contributing to the delivery of high-quality financial planning solutions for clients. You will be working in a collaborative and professional environment where your expertise will be valued and where you will gain exposure to complex and interesting client planning cases.
The Role
As a Paraplanner, you will work closely with Financial Advisers to provide technical support and ensure clients receive clear, well-structured and compliant financial planning advice.
Your responsibilities will include:
*Producing clear and compliant suitability reports
*Conducting technical research and financial product comparisons
*Supporting Advisers with technical financial planning solutions
*Preparing cashflow modelling and client review documentation
*Analysing investments, pensions and tax planning strategies
*Liaising with clients, providers and third parties where required
About You
To be successful in this role, you will ideally have:
*Previous Paraplanning experience within an IFA or Wealth Management firm
*Strong understanding of financial planning and regulatory requirements
*Experience producing suitability reports and financial planning documentation
*Level 4 Diploma qualified or working towards it
*Experience using Voyant or similar financial planning software would be advantageous
What’s on Offer
*Salary of £40,000 – £50,000 depending on experience
*Supportive and professional working environment
*Opportunity to further develop your career within financial planning
*Exposure to complex and varied client planning cases
If you are an experienced Paraplanner looking to join a forward-thinking financial planning firm in Manchester, we would be keen to hear from you.
Location: Manchester
Salary: £40,000 – £50,000 (depending on experience)
A well-established and highly respected Wealth Management / Financial Planning firm in Manchester is looking to recruit an experienced Paraplanner to join their growing team.
This is an excellent opportunity for a technically strong Paraplanner who enjoys supporting Financial Advisers and contributing to the delivery of high-quality financial planning solutions for clients. You will be working in a collaborative and professional environment where your expertise will be valued and where you will gain exposure to complex and interesting client planning cases.
The Role
As a Paraplanner, you will work closely with Financial Advisers to provide technical support and ensure clients receive clear, well-structured and compliant financial planning advice.
Your responsibilities will include:
*Producing clear and compliant suitability reports
*Conducting technical research and financial product comparisons
*Supporting Advisers with technical financial planning solutions
*Preparing cashflow modelling and client review documentation
*Analysing investments, pensions and tax planning strategies
*Liaising with clients, providers and third parties where required
About You
To be successful in this role, you will ideally have:
*Previous Paraplanning experience within an IFA or Wealth Management firm
*Strong understanding of financial planning and regulatory requirements
*Experience producing suitability reports and financial planning documentation
*Level 4 Diploma qualified or working towards it
*Experience using Voyant or similar financial planning software would be advantageous
What’s on Offer
*Salary of £40,000 – £50,000 depending on experience
*Supportive and professional working environment
*Opportunity to further develop your career within financial planning
*Exposure to complex and varied client planning cases
If you are an experienced Paraplanner looking to join a forward-thinking financial planning firm in Manchester, we would be keen to hear from you.
Job number 3502021
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metapel
Company Details:
Big Sky Additions
Company size: 1–4 employees
Industry: Accountancy (Qualified)
We provide a professional, honest and consultative service to companies and candidates across Norfolk and Suffolk. Our expertise and knowledge of the ...