Paraplanner

BENEFITS:

• Death in Service
• Pension Scheme - employer will match the employee contribution
• 25 days annual leave + an additional day on Christmas Eve
• Annual bonus of up to 7.5% of salary

Our Client is a well-established, boutique firm of Chartered Financial Planners based in the Heart of Manchester City Centre. Offering Whole of Market Financial Planning, our Client are an incredibly successful and very profitable business with fantastic staff retention, and a professional / laid back working environment. They have a Paraplanning team of five, and a team of 8 Advisers (including 5 Directors) as well as a team of Administrators.

An exciting opportunity is now available for a Paraplanner / Trainee (Part Qualified) to join their stable team. This is a hybrid role working on a weekly rotating shift of 2 days home, 3 days office, and vice versa. This is flexible! They have a strong team based approach and are looking for someone to fit in and who can hit the ground running. Candidates applying for the role will offer a good few years working in a Trainee Paraplanner role and be looking for the next step in your career.

• Liaise directly with financial advisers before preparing advice
• Prepare advice reports for advisers in good time
• Advice reports to include ISA, pension and GIA transfers/contributions
• Depending on past experience, reports to also include Investment Bond, EIS, VCT and/or IHT advice
• Preparation of investment illustrations
• Preparation of investment reports (FE Analytics)
• Basic tax analysis (CGT/income tax)
• Liaising with investment platforms and insurers (email/phone)
• Producing internal reports relating to advice preparation
• Join as member of Investment Committee
• Maintaining client files
• Prepare compliantadvice reports for advisers in good time

NJR 15347