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|Sector||Investment & Middle Office|
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
Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
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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