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Paraplanner

The Eventus Recruitment Group
Job LocationManchester
EducationNot Mentioned
Salary£50,000 - £55,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Eventus Recruitment are seeking a Paraplanner to join a successful IFA business based in Manchester City Centre. This is a great opportunity to join a thriving well-established company looking to bring their Paraplanner team back in house. You will benefitfrom 25 days holiday plus bank holidays, flexible working hours with a hybrid working model and good pension plan.Role ResponsibilitiesThe incoming Paraplanner will have previous experience and strong pension knowledge due to large volume of retirement planning work. Key tasks will include:

  • Accurately prepare suitability reports and letters to target deadlines.
  • Ensure all client work is compliant and supported with relevant paperwork.
  • Undertake comparative research in preparation of client recommendations.
  • Complete technical research as part of the existing arrangement review process.
  • Understand clients overall financial position from IFA fact finds.
  • Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks.
  • Ensure all client queries are appropriately investigated and accurate responses given.
  • Conduct annual reviews in line with SLA’s.
  • Working closely with 2 advisers.
  • Providing support with preparation of new business reports and annual suitability review letters.
Person SpecificationThe successful Paraplanner will ideally have experience of intelligent office and FE analytics. You will also have:
  • Minimum Diploma and willingness to study towards Chartered - paid for by company.
  • Good pension knowledge.
  • Experience of using a cashflow planning tool/software.
  • Ability to work well within team.
Benefits and RewardsThe incoming Paraplanner will benefit from working within a friendly and approachable team. In addition, you will be awarded with the following employee benefits:
  • 25 days holiday plus bank holidays.
  • Flexible working hours.
  • Hybrid working model.
  • Bonus scheme.
About the CompanyIndependent financial advisor in the heart of Manchester specialising in retirement planning work, personal investments and corporate advise.

Keyskills :
Investments Paraplanning Retirement Planning Pension Systems IFA

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