About

Paraplanner, Hybrid working, Manchester, Salary up to £45,000 (dependent upon experience), opportunities for progression. This would be a perfect opportunity if you are based anywhere in the Manchester area. Are you a career minded individual looking to join a rapidly growing team and support a successful business in its next stage of development? Would you like the opportunity to work in a Paraplanning role for a company who offer an incredible amount of flexible working? Then this could be a fantastic opportunity for you. The main purpose of the role: To support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice processTo collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectivesTo prepare suitability reports which reflect the proposed strategyHelp manage client relationship and taking/making calls in a polite and professional mannerLiaising with advisers on a regular basis, to work on cases and provide updates In order to apply you will need to have: Good knowledge across all advice areas (investment, pensions, )Excellent interpersonal and communication skillsGood understanding of the financial planning process and a knowledge of the financial services worldExcellent report writing skills and have a high technical knowledgeLevel 4 qualification In return you will earn an excellent salary, flexible working, fantastic benefits and have the opportunity to grow your career in the direction that you want it to grow. If this does sound like something you would be interested in and you would like to discuss further and you do meet the above criteria, please do not hesitate to apply or get in touch for an initial chat. Co