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Location: GREATER MANCHESTER, LANCASHIRE Salary: 30000.00 - 32000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: 8 months ago Reference: 3219345
An exciting opportunity for a Paraplanner to join an innovative leading Financial Adviser Firm in Manchester City Centre!

This organisation strives to provide the best service to all of their clients, they have a hardworking team of support staff and are looking to expand the team with an Experienced Paraplanner.

Some of the benefits include:

A generous study/training programme with the option to become a Trainee IFA, bonus scheme, Christmas closure, extra day off on your birthday, PMI, Life Assurance, rewards scheme etc.

Salary: Negotiable dependant on experience.

Duties Include:

• Discuss and establish client objectives with the Adviser.
• Confirm client’s risk profile.
• Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client’s needs.
• Prepare information/comparisons for analysis and further discussion with the Adviser.
• Liaise with the client’s legal and tax advisers if necessary.
• Consider current and future allocation of assets for investment strategy with regard to client’s risk profile and their objectives.
• Prepare draft recommendation reports to be discussed/signed off by the Financial Adviser.
• Prepare suitability letters in accordance with the agreed recommendations.
• Ensure all compliance paperwork is in order and prepare Financial Adviser presentation pack together with all necessary application forms and documents.
• Liaise with the Adviser Support Team to ensure any recommendations are correctly implemented.
• Provide technical support and qualified knowledge to Financial Advisers, Adviser Support Team and other members of staff where required.
• Maintain up to date industry knowledge and awareness by attending company-wide training days and local Training & Competency meetings.
• Keep up to date with Insurance Provider’s products and new products entering the market.
• Adhere to FCA regulations in accordance with our compliance procedures.
• With Compliance Department assistance, keep up to date with legislation/compliance matters.

An Ideal Candidate will have:

• Broad and current knowledge of financial services and financial planning.
• Proven experience within a Paraplanning role.
• Excellent interpersonal skills, both oral and written.
• Confident and self-assured.
• Detailed and accurate in every aspect of the role.
• Excellent report writing, problem solving and decision- making skills.
• Good planning and organisational skills.
• LVL 4 Diploma qualified or working towards.

If this sounds of interest, please contact Rebecca Hunt on 0161 833 2033 or by email on as soon as possible to be sure to not miss out on this opportunity.

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