Paraplanner - Hybrid Role - Manchester, United Kingdom - Resource Matters Ltd

Resource Matters Ltd

Verified Company

Manchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is one of the country's top Independent Financial Adviser firms. They are looking for paraplanners who thrive on making a positive impact on people's lives.

The Role

You will provide holistic paraplanning support to Financial Advisers, aiding in the delivery of advice and ongoing services to prospective, new and existing clients.

Their clients are individuals looking to plan in order to secure their financial futures.
Your knowledge, expertise and collaborative approach to the paraplanning role is key.

You will work closely with Advisers and Administrative Support Teams to research, analyse and compile Financial Planning reports of the highest quality.

If you're the right kind of paraplanner to join them, you'll find:

A company that wants you to be a success and will do everything we can to make it happen
A company that will invest heavily in your professional development and keep you at the leading edge of technology
A company that is going from strength-to-strengthevery year, and want you to be a part of that

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Responsibilities:

Conduct research on clients' financial planning arrangements, both existing and recommended, to ensure that the client's needs and objectives are met
Undertake investment portfolio analysis, including asset allocation analysis in line with stated attitudeto risk
Compile investment, pension and protection illustrations, projections and associated documentation
Write suitability reports, client service agreement letters
Ensure client files comply to both FCA regulations and internal policy and procedure

Experience & Skills

Have secured a number of financial qualifications and be striving towards the Level 4 Diploma in Financial Planning
Have previous experience working as a Paraplanner
Feel confident working alongside one or more advisers offering relevant advice basedon new and existing client queries
Have experience working in a fastpaced environment, whilst still maintaining excellent attention to detail

The company offer a very attractive salary, benefits and rewards package with excellent career and development opportunities