Paraplanner
£28,000 - £35,000 (Depending on experience / qualifications)
South Manchester
Monday - Friday (Hybrid working 3 days office, 2 days home)
Fully remote working available once settled in.
A fantastic opportunity to join an established Financial Services / Wealth Management firm, who are in a period of expansion following the recent move to new larger offices.
The client has been established for over 15 years and specialise in Investments, Retirement Planning, Savings and Life Insurance. The recent move to new offices has allowed them to hire across all areas, from Junior level right up to Chartered IFAs.
Whilst this role can lead to more senior positions, they would prefer someone to join who is happy to maintain their paraplanning work in the short-term and add some stability and support to others around them.
Paraplanner Key Responsibilities:
- Providing technical, research and administrative support
- Production of compliant and detailed client suitability reports and presentations
- Help manage client relationship and taking/making calls in a polite and professional manner
- Liaising with advisers on a regular basis, to work on cases and provide updates
Paraplanner Requirements:
- Experience working as a Paraplanner
- Experience of working on New Money, ISAs, Top Ups and ISA Transfers
- Minimum part-way through DIploma exams
- Ability to commute initially to their offices in South Manchester
- Excellent communication skills both admin and verbally
Paraplanner Package / Benefits:
- 25 days holiday + 8 days bank holiday
- Up to 10% performance related bonus
- Company pension contribution
- Onsite parking
- Flexible medical package
- Flexible working hours and hybrid working
If you are interested in this Paraplanner opportunity and feel you have the necessary skills to be considered, please apply with an up to date CV or get in touch with Sam at Heat recruitment
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