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£30000.00 - £40000.00 per annum
£30,000 - £40,000 dependent on experience and qualifications
+ DIS + Pensions + flexible working hours + study support + free parking
I am delighted to be working hand in hand with a Chartered practice of Financial Planners with immaculate industry reputation to assist in the appointment of an additional fully fledged Paraplanner to their existing team. This is a great career opportunity to join a business with exciting growth plans, and their highly-regarded Technical Paraplanning team.
The appointee will be responsible for working in close collaboration with the Financial Advisers in ensuring the firm's HNW clients receive the highest level of service. The core duties and responsibilities associated with the role include analysing and interpreting data; utilising research tools to provide solutions which meet client needs, objectives and financial circumstances; proposing and drafting financial solutions in bespoke suitability report format including client specific illustrations and key features documents, whilst ensuring adherence to the FCA compliance framework.
To apply you MUST have previous experience in a similar role and sound understanding of the Financial Planning products, procedures and regulations. Progress made towards the relevant industry qualifications - Diploma In Regulated Financial Planning, would be advantageous. As far as soft skills are concerned, this opportunity would suit a driven, results-orientated individual with positive outlook and team player skills.
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 forward your CV . If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!