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Paraplanner

Paraplanner

Bond Recruitment Ltd

Posted 9 hours ago, valid for a month

Manchester, Greater Manchester M17 1DJ, England

Full Time

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Sonic Summary

Our client, a well-established firm of Independent Financial Planners in Manchester, is seeking an experienced Paraplanner to join their adviser support team.
The role requires a candidate with at least 2 years of experience in writing suitability reports and a Diploma qualification or progress toward it.
Key responsibilities include preparing recommendations, producing suitability reports, and handling client queries, while also supporting the company's advisers.
The position is primarily office-based in Didsbury, working four days a week with the option to work from home one day a week.
The salary for this role is competitive, reflecting the candidate's experience and qualifications.

Our client, a very well established and well respected firm of Independent Financial Planners based in Manchester are seeking an experienced Paraplanner to join their adviser support team.You will prepare recommendations and produce suitability reports, including implementing recommendations and reviewing the client's financial affairs, and preparing and maintaining client records.The ideal candidate would meet the following criteria:

Diploma qualified or progressing toward Diploma qualification.
2 years' experience writing suitability reports.

Duties will include:

Supporting the company's advisers
Dealing with client queries
Writing suitability reports (reports relating to new business)
Completing client review reports
Generating ideas to improve our business
Inputting information into cashflow planning software
Working with our risk profiling software
Uploading client data to the CRM system
Completing application and transfer documents

The role is in office in Didsbury 4 days a week with the option to work from home 1 day a week.You will be working within the suitability report team, a team which would contain three other people. The wider back office has fourteen people. The back office supports eleven advisers.

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