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Paraplanner

Posted by Ignata_specialist_recruitment_ltd-cv_library on 09/11/2018
Postcode
Company name Ignata Specialist Recruitment Ltd
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 25000 - £40000/annum + bonus
Description
The Company: I am currently working on behalf of a Chartered Financial Planning Group based in Manchester who are looking to add a Qualified Paraplanner into the technical team. The successful candidate will be based in the Manchester office of this award winning business.

The Role: The role itself will sit within the research and report writing team and work closely alongside advisers to provide private clients with advice to help them achieve their financial goals. Specifically, they work extensively in the areas of investments, pensions and protection/life planning with the remit requiring a ‘pure’ paraplanning skill-set and level 4 diploma qualification.

Duties and responsibilities will be to:

Prepare suitability letters, reports and recommendations for holistic and transactional financial planning areas including pensions, investments, IHT, protection and specialist products
Prepare illustrations/proposals and undertake research to support recommendations
Undertake pension reviews and recommendations
Undertake Income drawdown reviews and recommendations
Undertake Investment reviews and recommendations
Carry out client fact-find sessions and manage client relationships effectively throughout the process

The Person: Applicants must have detailed knowledge of the private wealth sector. Candidates will be Diploma qualified and will hold previous experience of working as a Paraplanner with a Financial Advice Group. To explore further, or discuss confidentially please don't hesitate to get in touch.

Candidate Benefits: Study support to chartered level. Career advancement medium/longer term would be on the technical reporting side, or indeed the advisory side should that be a goal as personal progression will be pushed, incentivised and supported. Salary is negotiable

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