Paraplanner Vacancy - Bury - Hybrid working (2 day in, 3 days WFH) - Starting Salary up to £39,000 

A reputable Financial Advisers are seeking a talented Paraplanner to join their team in Bury. The role is available due to an internal promotion - The previous incumbent has now become a Financial adviser with the company. 

As a Paraplanner you will play a crucial role in supporting our Financial Advisors in delivering high-quality financial advice and tailored solutions to our clients. You will be responsible for conducting in-depth research, preparing financial reports, and assisting in the development of financial plans.


Key Responsibilities:

• Conduct thorough research on financial products, investment opportunities, and market trends.
• Prepare detailed financial reports, including cash flow projections, investment analyses, and retirement plans.
• Assist in the development of comprehensive financial plans based on client objectives and risk tolerance.
• Collaborate closely with Financial Advisors.
• Maintain accurate records of client information, financial plans, and correspondence.

Requirements:

• Level 4 Diploma in Regulated Financial Planning or working towards this.
• Previous experience as a Paraplanner or similar role within the financial services industry.
• Strong analytical skills with the ability to interpret complex financial data.
• Proficiency in financial planning software and Microsoft Office Suite.
• Excellent communication and interpersonal skills.
• Detail-oriented with a commitment to accuracy and quality.

Benefits:

• Starting salary from £36,000 to £39,000 (No less than £36,000)
• 25 days holiday, plus bank holidays
• A day off for your birthday
• Life assurance – 4 x salary
• Comprehensive induction and training programme
• Funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work Scheme
• Two paid volunteering days each year, to support your local community
• Employee Assistance Programme with access to a 24/7 helpline
• Access to a free mortgage service, through their internal mortgage team

Apply Now 

Or contact Richard for more information.

• 07852419897 
• richard@recruitment22.co.uk