Paraplanner

LinkedIn ShareShare

Paraplanner

Salary: £30,000 - £35,000

A paraplanning job opportunity has arisen for a South Manchester based Financial Planning firm.

This South Manchester based Financial Planning firm is near to Altrincham.

This Paraplanner job opportunity does offer the opportunity to work from home part of the working week.

You will be given lots of responsibility to work alongside the Directors of the business.

This financial services role will involve:

  • Undertake Fact Finds and provide suitability reporting.
  • Compliance reporting.
  • Work on recommendations with the Directors and Financial Planners.
  • Work with clients on reviews and provide technical support to the Financial Planners.
  • Review client portfolios and be the direct contact for clients.

This is an excellent opportunity to join a well established Financial Planning firm that offers constant career development. Each day will be different due to the technical work you will be undertaking.

Experience needed for this Paraplanner position:

  • Must be fully qualified with the Diploma in Financial Planning qualification.
  • Ideally Paraplanning experience or worked within a Financial Planning environment.
  • Worked on industry back office software i.e 1st software or any other financial services platform.

Please feel free to contact me to talk over this Financial Services job opportunity.

Please click to apply:

Permanent
7 January 2022
Financial Planning
Paraplanner
Greater Manchester, Altrincham
£30,000 - £35,000