Paraplanner - Manchester

Paraplanner

My client, a wealth management company is expanding and looking for an experienced Paraplanner to join their growing team. This is an interesting and challenging role that would suit a confident, numerate, and ambitious individual who enjoys using their initiative and someone who has a can-do attitude at work.

The role will involve the following:

• Dealing with clients
• Writing reports within Paraplanning
• Preparing reports on behalf of the advisors
• Preparing critical yield calculations and general sense checking of cases
• Have a good understanding of the client’s financial needs and requirements.
• Checking CFR’s and collating client information
• Carrying out product research

Skills, knowledge and experience:

• Diploma qualified desirable but not essential
• Experience within an IFA or Wealth Management environment
• Experience in the administration of IHT, Pension, Investment Mortgage products.

In return, our client will offer:

• Excellent salary and benefits package.
• A supportive, and friendly work environment.
• Professional continuous development

Don’t delay, apply today for a confidential discussion.

Due to the overwhelming application responses received through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.