Paraplanner Opportunity | Manchester | Hybrid Working | Continuous Development via Micro-Learning | Starting Salary up to £45,000 

A leading Manchester-based IFA with ambitious growth plans is seeking a Paraplanner to join their expanding team.

The role:
A technical and client-focused role supporting advisers, including:

• Preparing and maintaining client files, ensuring compliance is complete
• Researching financial products and identifying suitable solutions
• Discussing objectives and risk profiles with advisers
• Drafting recommendation and suitability reports
• Preparing presentation packs and application documents
• Liaising with clients, providers, and advisers’ professional contacts
• Supporting implementation of recommendations through Client Services
• Providing technical support to advisers and colleagues
• Keeping up to date with legislation, products, and industry developments

The person:
A Paraplanner with technical knowledge, research and report-writing skills, and a client-focused approach. Highly organised, proactive, and able to work collaboratively in a growing team. Diploma qualified or working towards this is desirable.

The benefits:
Salary up to £45,000 | Hybrid working | Ongoing training and development | Continuous Development via Micro-Learning | Career progression 

Unsure if you should apply? Or you don't have a CV?
No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.