Paraplanner - Junior or Part Qualified considered

  • Location

    Manchester, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £28000 - £32000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1468_1564133836

  • Published:

    over 1 year ago

  • Expiry date:

    2019-08-25

  • Consultant:

    #

MB Fitzgerald are currently working with an interesting, progressive IFA business in the centre of Manchester who are recruiting for a Paraplanner to join their team.

The business has a true identity, with an active interest in the world outside of Financial services and a focus on ethical & responsible investment advice. We are looking for a candidate that will share these values and thrive in their positive working environment.

We are seeking a candidate from a Paraplanning background who has a strong knowledge of FS products such as Pensions, Investments, ISA's etc as well as the general Financial Planning process. Ideally candidates will already be working in a Paraplanner or Junior Paraplanner role and have previous experience of working with Intelligent Office. It would also suit an Administrator with Report writing experience who is looking for a step up.

The purpose of the role is to contribute to financial planning support offered to their clients, taking into consideration their values, needs and expectations; whilst working in a mutually benefiting partnership with existing financial advisors.

Outline of the role:

Report Writing

  • Preparing illustrations for advisers using various different websites and tools
  • Preparing financial reports and suitability letters with regards to the adviser's recommendations in a complaint manner
  • Contributing to the advice process by actively challenging and seeking alternative solutions

Research

  • Undertaking technical research and analysis of data collected on behalf of clients
  • Liaise with clients post meetings answering technical queries
  • Proactive approach in identifying investments opportunities for clients

Requirements:

  • Minimum of 1 year's experience in IFA or similar
  • Must have Report Writing experience
  • Preferably already working towards Level 4 or willing to
  • Working knowledge of Intelligent Office or similar
  • Strong Educatuional background
  • Fantastic communication skills, both verbal and written
  • A keen interest in financial planning
  • Operating knowledge of Excel