Paraplanner, Manchester, with a strong element of home working. Salary up to 45k dependent upon experience, excellent benefits and opportunities for progression.Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.This would be a perfect opportunity if you are based anywhere that is accessible to the Manchester area.Are you a career minded individual looking to join a rapidly growing team and support a successful business in its next stage of development?Would you like the opportunity to work towards a Senior Paraplanning role?Or would you potentially like to be on the right path to becoming a highly successful Financial Adviser?Then this could be a fantastic opportunity for you.The main purpose of the role:To support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice processTo collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectivesTo prepare suitability reports which reflect the proposed strategyHelp manage client relationship and taking/making calls in a polite and professional mannerLiaising with advisers on a regular basis, to work on cases and provide updatesIn order to apply you will need to have:Good knowledge across all advice areas (investment, pensions )Excellent interpersonal and communication skillsGood understanding of the financial planning process and a knowledge of the financial services worldExcellent report writing skills and have a high technical knowledgeLevel 4 qualification IdeallyIn return you will earn an excellent salary and have the opportunity to grow your career in the direction that you want it to grow.If this does sound like something you would be interested in and you would like to discuss further and you do meet the above criteria, please do not hesitate to apply or get in touch for an initial chat. Contact HELEN SPRIGGS.TPBN1_UKTJ
Job Title
Paraplanner