Paraplanner

Our client, a multiple award winning firm of financial planners in Manchester are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working closely with the advisers, duties and responsibilities will include:
Writing and tailoring high quality suitability letters based on consultation with the Adviser/s Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Providing guidance, coaching, and technical mentoring to more junior team members

The Person :
Level 4 Diploma (essential) Chartered status (desirable) Extensive experience of pensions, Investments, personal, trust and estate taxation (desirable) Experience dealing with High Net Worth clients (desirable) Reliable and diligent Excellent working knowledge surrounding the key areas of Financial Planning Strong commercial and technical knowledge Personable and professional What our client will offer: (not limited to) Lucrative bonus structure 26 days’ holiday plus bank holidays Death in Service (4x salary) Critical Illness Cover Home working Fully funded social events