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Paraplanner - Office based/ Homeworking

Posted 16 February by Taylor James Professional Recruitment LTD Easy Apply Featured Ended

Paraplanner / DipFA / DipPFS / IFA Support / Manchester / Permanent / Salary / £32,000 - £35,000 + bonus + study support + fantastic benefits package

Please note: Candidates have the option of home working within this firm

We are currently partnered with a prestigious financial planning firm based in central Manchester to recruit an experienced Paraplanner into their successful and well established team.

Working out of luxurious city centre offices and supported by a team of administrators, duties and responsibilities will include:

  • Supporting a team of Financial Planners
  • Dealing with HNW clientele
  • Writing and tailoring high quality suitability letters
  • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
  • To complete compliant suitability reports

The Person:

  • A minimum of two years paraplanning experience (essential)
  • Level 4 Diploma (or close to completion) desirable
  • Excellent working knowledge surrounding the key areas of Financial Planning
  • Strong, commercial and technical knowledge

In return this opportunity offers a very competitive salary, bonuses and benefits package alongside an excellent working environment within a fantastic team.

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

Reference: 34496391

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