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  • Salary: £32000 - £40000 per annum
  • Location: Altrincham, Cheshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    30 Oct 2019
  • Job reference: 32145

My client is currently looking for an experienced Paraplanner to join their team in South Manchester.

Principal Accountabilities:

  • Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
  • Provide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk Management
  • Provide technical support and back up to Advisers and the IFA Administrators
  • Complete portfolio reviews and rebalancing requests
  • Deal with client and Insurer queries to completion via the telephone or in writing
  • Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly
  • Ensure 1st is kept up to date with clients and portfolio details as necessary and required
  • To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time
  • Commit to continuous personal development and retain supporting records for inspection upon request by the Head of Risk Management

Essential requirements:

  • Qualified to Diploma Level with a desire to achieve Chartered status
  • Excellent research, analysis and report writing skills
  • Proficient with Word, Excel applications and spreadsheet production
  • Company offers flexible working hours

For more information please contact Graeme Hyland.

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