Paraplanner/Compliance Assistant

  • Location:

    Manchester, Greater Manchester

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Antonia Mihaylova

  • Contact email:


  • Job ref:


  • Published:

    4 months ago

  • Expiry date:


  • Start date:


Compliance Assistant/Paraplanner
Manchester City Centre
Salary of up to £30,000 dependent on experience + benefits + discretionary bonus + study support

I am pleased to work in collaboration with a reputable, long-standing and professional Financial Planning practice based in the Manchester City Centre area to assist with the appointment of an experienced Paraplanner/Compliance Assistant due to growth within their highly experienced team.

The position involves working closely with the Compliance Officer to ensure adherence to the ever changing regulatory requirements and delivery of the highest standards of service and professionalism to the firm's clients. In addition, the role will involve providing Paraplanning support to the wider team as far as portfolio analysis and research as well as suitability report writing are concerned.

Paraplanning experience within a Financial Planning practice is required but further training and support will be provided where neccesary in the Complaince aspect of this position as those duties are only incidental. The role will be a good fit for a candidate passionate for a long-term career in the Financial Planning field. Attention to detail, analytical and communication skills as well as team focus are also required.

If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services directly in Manchester on 835 8318 or 07580 429 541, or simply send your application to antonia.mihaylova@search.co.uk.

If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.