Paraplanner (home working)
Our client, a multiple award winning firm of financial planners in south Manchester are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.home working* - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month)Working closely with the advisers, duties and responsibilities will include:Writing and tailoring high quality suitability letters based on consultation with the AdviserExtensive product research surrounding the key financial products in order to arrive at the most suitable recommendationsTo complete compliant suitability reportsThe Person:Level 4 Diploma (or close to completion) (essential)Experienced in dealing with High Net Worth clients (desirable)Reliable and diligentExcellent working knowledge surrounding the key areas of Financial PlanningStrong commercial and technical knowledgePersonable and professionalIn return this opportunity offers a basic salary of between £35,000 & £47,000, home working, full study support, bonuses and fantastic benefits package.
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