Financial Paraplanner - Manchester, United Kingdom - mbf

Description

Job Description Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package

The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW client.

While heavily pensions dominated this area of the business continues to evolve and as such, our client requires a candidate with strong knowledge across all products and services.

Working closely with the Advisors, you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients.

Work alongside Advisers to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.

Undertake technical research, compile financial planning recommendations.
Undertake a limited number of defined benefit pension transfer reviews, when appropriate.
Attend meetings with Financial Planners, developing relationships with clients.
Analyse client data and prepare cash flow analyses.
Mentor, nurture and develop trainees.
Ensure all regulatory and compliance standards are met.
You should be able to work independently and slot straight into the role without the need for training, other than on the company's processes and systems

Salary to £50,000 depending on experience and qualifications
Industry leading, non-contributory pension scheme
Private medical health cover
Life Cover – 4 x base salary