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Paraplanner, Manchester, up to £35k + benefits

£30000 - £35000 + benefits

Our client are known as experts in their field and pride themselves on the reputation they have built over the past 45 years of business. 

They are currently looking to recruit a Paraplanner to join their team in Manchester

 

The successful candidate will:

  • Have secured a number of financial qualifications and striving towards the certificate in Paraplanning
  • Have previous experience of working as a Paraplanner
  • Feel confident working alongside one or more advisers offering relevant advice based on new and existing client queries

The role will involve:

  • Identifying and calculating potential tax benefits/charges to clients
  • Investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk
  • Ensuring client files comply with the company business quality standards
  • Assisting the Advisers in research and compilation of compliant, bespoke client reports
  • Aiding advisers in achieving their fee income targets
  • Compiling investment / pension / protection illustrations, projections and associated documentation
  • Preparing client service agreement letters

In return, they offer a professional office environment, a fantastic team of people to work alongside and a reputation that they believe speaks volumes.

 

As importantly we offer the following:

  • Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in their holiday purchase scheme)
  • An extra day off on your birthday
  • Participation in the Company’s Flexible Benefits Scheme
  • Contributory Pension Scheme
  • Death in Service – 4 x basic salary
  • Training and professional qualification support
  • Opportunities for career progression - they strive to reward your loyalty with professional development
  • Rewards and Initiatives 
  • Support for charity work – they have raised over 20k for their chosen charity Cancer Research UK and are aiming for 40k.
  • Employee Assistance Programme – offering support to colleagues via telephone and online
Location: 
Manchester
Job Role: 
Employment type: 
Employed (Full Time)
Sector: 
Paraplanning
Reference Number: 
SR-793