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Senior Paraplanner

  • Salary: £40000 - £46000 per annum
  • Location: Manchester, Greater Manchester
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    03 Feb 2021
  • Job reference: 35145

My client is currently looking for a Senior Paraplanner to join their firm in South Manchester.

This is an excellent opportunity for a career minded individual to join a rapidly growing team and support the business in its next stage of development. The successful candidate will be involved in developing others, as well as themselves, supporting project work and support process improvements in the business.

Job purpose

To support and assist Financial Planners in the delivery of bespoke solutions to clients as part of the financial advice process. To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives. To prepare suitability reports which reflect the proposed strategy. To identify disadvantages in the solutions proposed for clients and to bring these issues to the attention of relevant staff and to refer issues for escalation if required. Support and lead a team of Paraplanners and Administrators.

Main responsibilities

  • Lead a team of Paraplanners and Administrators and provide the necessary support and training
  • Providing technical, research and administrative support
  • Production of compliant and detailed client suitability reports and presentations
  • Help manage client relationship and taking/making calls in a polite and professional manner
  • Ability to gather and record evidence
  • Keeping full and compliant records on file
  • Liaising with advisers on a regular basis, to work on cases and provide updates
  • Prioritising workload in order to meet all deadlines
  • Occasionally taking on project work and assignments
  • Any other administration based duties that are considered appropriate to the role

Person specification

  • Good knowledge across all advice areas (investment, pensions, protection but not mortgages)
  • A very strong interest in compliance and willingness to perform compliance support role
  • Excellent interpersonal and communication skills
  • Good understanding of the financial planning process and a knowledge of the financial services world
  • Excellent report writing skills and have a high technical knowledge
  • Good IT skills
  • Be able to plan and prioritise your own workload and work with minimum supervision
  • Able to work as part of a team
  • Achieved an appropriate level 4 qualification

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