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Paraplanners x 2 - Senior & Junior - Manchester

Paraplanners x 2 - Senior & Junior - Manchester

Posted 19 March by Clark James Recruitment Easy Apply Ended

2 x exciting opportunities have arose with a leading Independent Financial Practice based in the heart of Manchester for a Senior Paraplanner and a Junior Paraplanner due to the success of the organisation. Please see below for a brief summary of the duties and the highly competitive benefits package.

To work alongside and together with the Financial Adviser and the Adviser Support Team to provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance.

PREPARING AND MAINTAINING THE CLIENT FILE

  • Check all compliance paperwork is present.
  • Identify and collect any outstanding relevant quantitative information required to compile a financial plan.

PREPARING RECOMMENDATIONS

  • Identify areas for planning.
  • Discuss and establish client objectives with the Adviser.
  • Confirm client’s risk profile.
  • Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client’s needs.
  • Prepare information/comparisons for analysis and further discussion with the Adviser.
  • Liaise with the client’s legal and tax advisers if necessary.
  • Consider current and future allocation of assets for investment strategy with regard to client’s risk profile and their objectives.
  • Prepare draft recommendation reports to be discussed/signed off by the Financial Adviser.

PACKAGE AND BENEFITS

  • Competitive Salary
  • 35 hours per week
  • 25 days holiday plus Bank Holidays
  • 1 x holiday - Birthday holiday
  • Loyalty holidays with continued service
  • Christmas Closure (need to retain 3 days from allowance)
  • Quarterly Bonus Scheme
  • Perkbox Scheme
  • Pension
  • Private Medical Insurance
  • Life Assurance
  • Fully funded company social events - summer and winter
  • Generous Study/Training Program
  • Personal Development Plan; Quarterly 1:1 meetings and Annual Appraisal System

Required skills

  • Administrative Support
  • Independent Financial Advice
  • IFA
  • REPORT WRITER
  • PARAPLANNER

Reference: 34713294

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