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|Sectors||Wealth & Asset Management
Pensions & Employee Benefits
An exciting opportunity for a Paraplanner to join an innovative leading Financial Planning practice in central Manchester
This organisation is a focused with a commitment to providing the best service for each and every client they work with. They are looking for an experienced Paraplanner to join their hardworking team.
Salary: Negotiable dependant on experience.
Develop and maintain relationships with clients and colleagues.
Prepare suitability reports under relevant supervision.
Ensure all compliance paperwork is carried out.
Carry out technical research.
Maintain systems and ensure all tasks are completed in line with policies and procedures.
Provide technical valuations as required.
Deal with client queries and ensure accurate responses are given.
An Ideal Candidate will have:
Proven experience working in a Paraplanner role.
Excellent technical knowledge and awareness of current markets.
Understanding of industry regulations.
Diploma would be advantageous but not essential.
Self-motivated and hardworking.
Experience with pensions selection and management systems.
Please get in touch on 01612043440 to discuss in more detail.
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