Our client, a multiple award winning firm of financial planners in Manchester are looking to appoint a Senior Paraplanner to join their highly experienced team on a permanent basis.
Working closely with the advisers, duties and responsibilities will include:
- Writing and tailoring high quality suitability letters based on consultation with the Adviser
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- To complete compliant suitability reports
The Person:
- Level 4 Diploma (essential)
- Experienced in dealing with HNW / UHNW clients (desirable)
- Reliable and diligent
- Excellent working knowledge surrounding the key areas of Financial Planning
- Strong commercial and technical knowledge
- Personable and professional
In return this opportunity offers a basic salary of between £45,000 & £44,000, home working, full study support, bonuses and fantastic benefits package.
#J-18808-Ljbffr
Contact Detail:
Taylor James Professional Recruitment Recruiting Team