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Paraplanner - Hybrid/flexible Working - Manchester, United Kingdom - mbf
Description
Job Description Junior Paraplanner - Manchester, hybrid - Salary negotiable from £30K to around £40K plus benefitsOur highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.
Currently, our client is in search of a Junior Paraplanner to augment their team, providing essential support to Senior Financial Planners.
These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.This position will be based at the central Manchester office, offering a hybrid working.
Proactively organise and aid Financial Planners in preparing formal reviews and addressing ad-hoc client meetings.
Attend meetings alongside Financial Planners to record minutes and finalise actionable items.
Assist Financial Planners in sales activities, including lead management, client events, presentations and other sales endeavours.
Draft suitability reports for review and advancement by the Financial Planner.
Progress towards a relevant regulated financial planning qualification (e.g., CII Diploma in Regulated Financial Planning) is preferred, though not obligatory.
Compensation Package:
Exceptional Pension - over 10% pension
Private medical health coverage
Life Cover
Gym subsidy
Interest-free season ticket loan
Cycle2work scheme