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Paraplanner

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Salary Competitive
Type Permanent
Location Manchester
Sector Wealth & Asset Management
Job Reference UK02/JXG/27914
Contact BRUIN Financial
Date posted 25-01-2018

Paraplanner based Manchester in Manchester city centre, salary £35,000
We are keen to speak with experienced Paraplanners who are qualified to Level 4 to join our client, a firm of Financial Planners the city centre.
This is a fantastic, technical role dedicated to supporting financial planners in a high net worth capacity.
Supported by a team of administrators, duties and responsibilities will include:
• Writing and tailoring high quality suitability letters based on consultation with the Adviser
• Attending client meetings
• Supporting Senior Advisers Portfolio rebalancing
• Cashflow modelling
• Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
The Person:
• Level 4 Diploma/ close to completion (essential)
• Chartered or working towards (desirable)
• Cashflow modelling (experience)
• Reliable and diligent
• Excellent working knowledge surrounding the key areas of Financial Planning
• Strong commercial and technical knowledge
In return this opportunity offers 25 days holiday, a very high basic salary with bonuses and a fantastic benefits package.

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