Paraplanner in Manchester

Paraplanner – HYBRID WORKING

Our client, a highly reputable and long‑established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Paraplanner.

Key Responsibilities

• Research : Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.
• Report Preparation : Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients.
• Client Service : Build and nurture strong client relationships, responding to inquiries and providing valuable support.
• Record Keeping : Maintain accurate and up‑to‑date client records, including risk profiles and all compliance‑related documentation.
• Compliance : Ensure all activities and documents meet regulatory and legislative standards to support firm‑wide compliance.
• Technical Support : Offer expert technical support to financial advisors and staff, contributing to effective client service and decision‑making.
• Team Collaboration : Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.