Paraplanner, Manchester, £35,000-£40,000 This is a perfect opportunity for someone at the start of their Paraplanning career to join an ambitious and genuinely forward thinking IFA in Manchester. Youll need to be able to analyse information and conduct research to produce accurate and appropriate suitability reports and have or be working towards the level 4 diploma in financial planning. Use of Intelligent Office, Dynamic Planner, Genovo and Selectapension would be beneficial but not essential. In return youll be joining a business that prides itself on the training and development of its employees, and that will always promote a Paraplanner into their Advice team before looking externally. Your responsibilities will include: Carrying out research relating to pensions/investments and preparing suitability reports for our team of New Business/Wealth Management Advisers
Working as a team with all stakeholders within the business to ensure we achieve great client outcomes
Undertaking CPD for continuous improvement
The benefits include: Company events
Company pension
Private medical insurance
£500 bonus for each exam passed
All exam and study material paid for by the company
Schedule:
Monday to Thursday 8am 4pm or 9am 5pm
Friday 8am 3pm or 9am 4pm
Office based
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