Find a Job

View detailed job description


Salary Competitive
Type Permanent
Location Manchester
Sectors Investment & Middle Office
Pensions & Employee Benefits
Job Reference UK2A/MAS/28228
Contact BRUIN Financial
Date posted 02-03-2018

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.

Duties Include:

• 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.

Ready to apply for this job? Apply Now

Contact us about this job

For more information about this job, or to apply, please contact our team: