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My client is currently looking for an experienced Paraplanner to join their team in South Manchester.Principal Accountabilities
- Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
- Provide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk Management
- Provide technical support and back up to Advisers and the IFA Administrators
- Complete portfolio reviews and rebalancing requests
- Deal with client and insurer queries to completion via the telephone or in writing
- Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly
- Ensure 1st is kept up to date with clients and portfolio details as necessary and required
- To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time
- Commit to continuous personal development and retain supporting records for inspection upon request by the Head of Risk Management
Essential requirements
- Qualified to Diploma level with a desire to achieve Chartered status
- Excellent research, analysis and report writing skills
- Proficient with word, excel applications and spreadsheet production
- Company offers flexible working hours
For more information please contact Graeme Hyland on or email
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