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