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Paraplanner, Manchester (JR-528)

£25000 - £30000

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
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