Paraplanner - National Accountancy & Wealth Management Firm

SLM Search & Selection
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

SLM Search and Selection are currently working on behalf of a national tax, audit and advisory firm ranked as the ninth largest global accounting network. Their Manchester based office are seeking an experienced and technically astute Paraplanner to join their organisation.

The role involves providing comprehensive support to the local advisers and enhancing the quality of work produced by the Financial Planning Team.

Key Responsibilities:

Undertake product based research tailored to individual clients' needs

Understand key economic indicators/market occurances and the impact this may have on the clients

Produce accurate and timely valutaions to the adviser that are simple to review and highly presentable

Produce high-quality, client focused letters/reports, identifying key financial planning issues beforehand

Ensure compliant issues are met and all relevant risk warnings are included within letters/reports

Take control of business application process, helping to manage client expectations and setting realist timescales for delivery

Attend client meetings with the adviser where needed

Key Experience:

Must be CII Level 4 Diploma Qualified or actively studying towards

Strong knowledge of industry IT packages such as Intelligent Office

Minimum of 2 years' experience in a regulated report writing role