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Permanent

Paraplanner

Manchester
money-bag 40000.00-40000.00 Annual
3085436796
Posted Today

ParaplannerLocation: ManchesterSalary: £40,000 - £50,000 (depending on experience)A well-established and highly respected Wealth Management / Financial Planning firm in Manchester is looking to recruit an experienced Paraplanner to join their growing team.This is an excellent opportunity for a technically strong Paraplanner who enjoys supporting Financial Advisers and contributing to the delivery of high-quality financial planning solutions for clients. You will be working in a collaborative and professional environment where your expertise will be valued and where you will gain exposure to complex and interesting client planning cases.The RoleAs a Paraplanner, you will work closely with Financial Advisers to provide technical support and ensure clients receive clear, well-structured and compliant financial planning advice.Your responsibilities will include:Producing clear and compliant suitability reportsConducting technical research and financial product comparisonsSupporting Advisers with technical financial planning solutionsPreparing cashflow modelling and client review documentationAnalysing investments, pensions and tax planning strategiesLiaising with clients, providers and third parties where requiredAbout YouTo be successful in this role, you will ideally have:Previous Paraplanning experience within an IFA or Wealth Management firmStrong understanding of financial planning and regulatory requirementsExperience producing suitability reports and financial planning doc

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