Job Title: Paraplanner
Industry: Financial Services
Location: Manchester
Salary: Up to £40,000 + Annual Bonus Scheme
Job Ref: 10321
Job Description: Paraplanner
Recruit UK is working on an excellent opportunity for a Paraplanner in Manchester to join a well established UK Independent Financial Advice firm. The successful candidate will be working with the Regional Paraplanning team, the key purpose of the role is to provide comprehensive paraplanning support to their Independent Financial Advisers.
You will be responsible for researching, analysing and compiling financial planning reports in conjunction with your advisers, ensuring compliance with both internal and external business quality standards. You will be supported by an experienced team of financial administrators.
What your day to day will look like: Paraplanner
*Carrying out research into clients’ current and proposed financial planning arrangements to ensure their needs and objectives are fully met.
*Performing detailed investment portfolio analysis, including assessing asset allocation in line with each client’s stated risk profile.
*Preparing investment, pension, and protection illustrations, along with projections and supporting documentation.
*Producing clear, accurate, and technically sound suitability reports and client service agreement letters.
*Maintaining client files in line with FCA regulations and internal policies and procedures.
What’s in it for you: Paraplanner
*Basic salary £40,000 (dependent on experience)
*Bonus paid annually
*Hybrid working – 3 days home, 2 days office
*25 days holiday + BH and your birthday off.
*Cycle to work scheme
*Paid volunteer days
*Career progression
*Professional support / training
*Study support (level 4 diploma)
Skills and experience required: Paraplanner
*Paraplanning Experience
*Part Diploma (Level 4) qualified considered
*2 years Financial Services experience
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK IFA firm in Manchester on a Paraplanner role.
Our commitment to you
*Start every journey with a conversation to find out about you in depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you