Our client are a team of experienced and highly technical Chartered Financial Planners with a well established name in the industry. Based in North Manchester, our client offers a professional working environment, competitive market salary and a structured career path.
Due to internal promotion an additional Paraplanner is required to compliment their current team of highly technical experts. Candidates from a banking or File Review background will also be considered. The main focus of your role will be to support the office operation by providing support to the Technical Supervisor. Daily responsibilities will include: Providing high quality bespoke financial reports on all aspects of financial planning, drafting letters of advice on behalf of Partners and ensuring you work in a compliant manner at all time.
The successful candidate will be an experienced Diploma Qualified candidate. A strong character who is technically astute with strong product knowledge of Pensions & Investments is required. You will be confident, switched-on and work well as part of a dedicated and successful team.
Full exam support right ht eway through to Chartered Status will be offered.