My client is looking to recruit an experienced Paraplanner to join their team in Manchester City Centre. The role requires the successful candidate to support the team of Financial Advisors in the sales processes, provide technical back up and servicing their requirements in order to secure new business. You will provide excellent standards of client service, detailed research on clients (both prospect and existing) and produce suitability reports.
Key Skills and Experience
- Experience working as a "whole of the market" Paraplanner
- Report generation for suitability
- Diploma qualified preferred
- Knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering
Salary is £25k - £28500 dependant on experience and qualifications