Paraplanner - Manchester - Salary negotiable depending on experience, to around £45,000 plus company benefits and bonuses
MBF Recruitment is currently seeking a Paraplanner to join an award-winning, Manchester based team of independent financial advisers. With over £1Bn AUM and with huge growth plans for the next 5 years, our client can offer exceptional career growth opportunities and a supportive work environment.
This company provide Independent Financial Advice to HNW private clients and businesses across the UK, with a focus on the North-West. They can tailor advice to suit the requirements of the client, from simple Pension & Investment advice, to IHT planning, cashflow, VCT's etc.
Key Responsibilities:
- Review compliance paperwork and gather client information.
- Conduct research and prepare recommendation reports.
- Liaise with advisers, administration teams, and external professionals.
- Ensure compliance with regulations and uphold client-centric principles.
Skills & Experience:
- Broad financial services knowledge.
- Proven experience in paraplanning.
- Strong interpersonal and organizational skills.
- QCF Level 4 Qualified or working towards it.
- Working knowledge of IO (intelligent Office), Defaqto Engage, Iress, Financial Express Analytics, Selectapension and Cash Calc systems would be ideal but not essential.
Reward Package:
- Competitive Salary - negotiable depending on the experience and qualifications, around £35-45,000
- Generous holiday allowance and additional benefits including PMI, DIS
- Full study support towards Diploma and Advanced Diploma qualifications
- Personal development program and in-house training
- Pension contributions and more
Sector:
- Financial Services
- Financial Planning
