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Paraplanner, Manchester

Last update 2024-06-21
Expires 2024-06-20
ID #2153586390
Free
Paraplanner, Manchester
United Kingdom, Great Manchester, Manchester,
Modified May 13, 2024

Description

Our Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan.

THE ROLE:

Providing technical, research and administrative support
Production of compliant and detailed client suitability reports and presentations
Discuss the client’s needs and objectives with the relevant adviser.
Undertake research to identify suitable solutions to meet the client’s needs and objectives.
Prepare information for analysis by the adviser.
Prepare Cashflow report where relevant
Help manage client relationship and taking/making calls in a polite and professional manner
Possible attendance at client meetings
Keeping full and compliant records on file
Liaising with advisers on a regular basis, to work on cases and provide updates
Prioritising workload in order to meet all deadlines
Occasionally taking on project work and assignments
Review investment portfolio, asset allocation, risk profile etc

PERSON:

You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world
You should be able to plan and prioritise your own workload and work with minimum supervision
You will have excellent report writing skills and have a high technical knowledge
Diploma qualified (or Equivalent) as a minimum and committed to progressing to Chartered Financial Planner Status
Experience of Advisor Office
Experience of cashflow modelling and Wrap platforms
Strong technical knowledge in the investment and pensions market

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Paraplanner

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