Paraplanner - Chartered Firm - Manchester (south) £30,000 - £40,000

Taylor James Professional Recruitment LTD
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

Paraplanner / DipFA / DipPFS / Paraplanning / Manchester / Permanent / Salary / £30,000 + £40,000

A brand new to the market opportunity has arisen for an experienced Paraplanner to join our client, a chartered firm of financial planners based in the south of Manchester.

This is a newly created role offering the opportunity for fantastic career development.

Reporting into the Director and supported by a team of administrators, duties and responsibilities will include:

  • Writing and tailoring high quality suitability letters based on consultation with the Adviser
  • Supporting Senior Advisers Portfolio rebalancing
  • Cashflow modelling
  • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
  • To complete compliant suitability reports

The Person:

  • Level 4 Diploma (desirable)
  • Chartered or working towards (desirable)
  • Cashflow modelling (experience)
  • Reliable and diligent
  • Excellent working knowledge surrounding the key areas of Financial Planning
  • Strong commercial and technical knowledge
  • Personable and professional

In return this opportunity offers a very high basic salary with a fantastic benefits package.

Please contact Paul Taylor on 0113-350-1298 or submit the latest version of your CV to be considered for this opportunity.