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Paraplanner

  • Salary: £30000 - £35000 per annum
  • Location: Bury, Greater Manchester
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    12 Feb 2020
  • Job reference: fin33903

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

The role

  • To provide high quality bespoke financial planning reports/letters on all aspects of financial planning to Directors - production of reports/suitability letters from fact find information
  • To support the Technical Manager and the administration team with their duties
  • To have a pro-active approach to all activities carried out
  • New business is followed through to completion following reports sent to clients
  • Undertaking any other tasks which may be set by the Directors and the wider office staff
  • To perform any other duties or tasks, which may be requested from time-to-time by your Line Manager or Directors
  • To continually deliver the standards required by the Financial Conduct Authority, in order to ensure the firm retains its authorised status
  • To attend all staff training courses and internal office meetings, as and when required

Experience

  • Diploma in Financial Planning (or actively working towards)
  • Experience in a paraplanning role
  • Keeps abreast of market trends
  • IT literate
  • Working in a team in an office environmen and in a supporting role
  • Developed communication skills
  • Knowledge of financial markets

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