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Paraplanner

Posted 5 February by Robert Walters Easy Apply Ended

A leading Financial Services company based within Greater Manchester are currently looking for entry level and senior level Paraplanners to join their expanding team.

This is a great opportunity to join a growing business who have won a number of awards over the previous years. With a welcoming environment and fun team activities, you will help support financial advisers in their day to day work.

The role:

  • Undertake research both independently and with the financial planner
  • Prepare information/comparisons for analysis and further discussion with the advisor
  • Complete portfolio review and re-balancing requests
  • Deal with the client and insurer queries to completion
  • Adhere to FCA regulation in accordance with our compliance procedures

You will have/be:

  • Experience within an IFA (Essential)
  • CII Level 4 (Preferred)
  • Excellent interpersonal skills
  • Good report writing skills

To apply for this Paraplanner role, please apply with an up to date CV ASAP.

Reference: 34394085

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