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Paraplanner

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Salary Competitive
Type Permanent
Location Manchester
Sectors Investment & Middle Office
Pensions & Employee Benefits
Job Reference UK2A/MAS/28228
Contact Mark Singleton
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.

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Contact Mark about this job

VP, Consultant