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Paraplanner (boutique firm) - South Manchester

Posted 7 March by Taylor James Professional Recruitment LTD Easy Apply Featured Ended

Paraplanner / DipFA / Manchester / south Manchester / Permanent / Salary / £35,000 - £40,000 + excellent benefits package + study support

Our highly reputable wealth management client based south of city have a highly desirable opportunity for an experienced Paraplanner to join their team on a permanent basis.

Upon appointment you would become an integral member of the team, adding value and working closely with the Advisers to service a client base of HNW individuals including Directors, entrepreneurs and celebrities.

Our client will also support a route to becoming an Adviser should the successful candidate wish to progress into giving advice.

The position:

  • Working as an integral Paraplanner in close partnership with the Advisers
  • Preparation of varied suitability reports, largely relating to complex Investment solutions
  • Product research surrounding the key financial areas
  • Attending and contributing to client meetings alongside the Adviser (when required)
  • Maintain a high level of industry knowledge which is up to date and relevant, including legislative to regulatory developments

The person:

  • Strong working knowledge of the key Financial Services products including Pensions and Investments
  • Ideally holds Level 4 Diploma, working towards Chartered status would be highly desirable
  • Knowledge of more complex investments and HNW wealth levels
  • Strong suitability report writing skills

In return this opportunity offers a very competitive basic starting salary & fantastic benefits package.

Please contact Paul Taylor on 0161-660-2090 or submit the latest version of your CV to be considered for this opportunity.

Required skills

  • Adviser
  • Financial Services
  • Investment
  • Investments
  • Pensions

Reference: 31594903

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