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Paraplanner, Manchester (JR-528)

£25000 - £30000 plus benefits

£25,000 - £30,000 plus benefits

Our client is an award winning firm of Independent Financial Advisers with a renowned reputation for offering impartial financial solutions for both individuals and companies. 

The Role 

Discuss client objectives with advisers
Liaise with other support staff as necessary
Identify key areas to address in conjunction with consultant
Consider current and future asset allocation with regard to client objectives and risk profile
Undertake necessary research to identify suitable solutions to meet the client’s needs
Prepare comparisons for analysis by consultant
Draft suitability report in accordance with the agreed recommendations
Prepare proposal forms
Ensure all regulatory and internal requirements are met
Monitor implementation process through to completion
All cases to be dealt with in accordance with an agreed timescale subject to all information and documentation being made available.

Key Skills

Good understanding of financial services sector
Good understanding of the Financial Planning process including regulatory requirements and expectations
Good technical knowledge of investments particularly in the area of pensions 
Able to work within defined parameters and to agreed timescales
Ability to achieve agreed outcomes without supervision
Good communication skills, written and verbal
IT literate particularly Word and Excel
Good report writing skills
Ability to work independently and in a team

Qualifications and Benefits

You should be at or working towards diploma status. 
A range of employee benefits which includes 23 plus days holidays, Company Pension Scheme, Private Medical Insurance, 4 x Death in Service

Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: