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Paraplanner

  • Salary: £37000 - £40000 per annum
  • Location: Manchester, Greater Manchester
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    13 Jul 2021
  • Job reference: 35320

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

The successful candidate will work as part of the paraplanning team supporting qualified Wealth Planning Advisers in the delivery of the highest levels of client experience.

Key accountabilities:

  • To provide high quality support to qualified Wealth Planning Advisers
  • Technical research
  • Report writing and drafting advice letters
  • Keeping client affairs "under review"
  • Managing client expectations
  • To deliver compliant and client-friendly letters/reports within agreed and acceptable timescales
  • To prepare file documentation prior to account opening
  • To ensure all duties are carried out in accordance with best practice, internal compliance, training and competence, complaints procedures and the requirements of relevant legislation and any other relevant procedures
  • To provide support in responding to client queries



Knowledge and Experience:

  • Good broad experience of wealth planning legislation across the board, inducing pensions and financial planning
  • CII Diploma Level qualified preferred
  • Experience with dealing with HNW clients
  • Experience of supporting a number of Advisers, rather than on a 121 basis
  • Understands Risk within context of the role and meets the regulatory obligations, as applicable
  • Excellent team working skills
  • Supports and encourages others to generate a positive working culture, sharing information cross-functions
  • High accuracy and attention to detail
  • Well organised and efficient
  • Takes a solution oriented approach and challenges the way we do things: "see it, say it, fix it"



This is a 'client facing' position that is subject to the 'individual conduct rules' requirements and the firm's relevant role specific guidance for 'information givers'.

For more information please contact Graeme Hyland on 07896 933622 or email Graeme.hyland@idexconsulting.com

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