Paraplanner

Paraplanner
South Manchester
30,000 – £45,000 based on experience
Monday to Friday

Are you an experienced paraplanner, who feels unappreciated for the work you put in, and the importance of your impact on the business? This is unfortunately more common than you may think, but for this client, it’s the furthest from the truth!

An established Wealth Management firm within the Manchester area are looking for an experienced Paraplanner to join their team and immediately start supporting their Advisers. There are long term progression opportunities to move up to adviser level, if an individual was interested in the career route, but for now the focus is on Paraplanning.

Paraplanner Duties:
– Managing the advisers client files, being a point of contact between them and the client.
– Carry out research and analyse the most suitable providers and outcome for clients needs
– Work with the compliance team regarding pre-sale sign offs
– Prepare reports within SLA timescales
– Ensure reports are accurate and the data included is factual
– Work closely with the Advisers and develop a professional relationship to improve and maintain a high level of service

Paraplanner Requirements:
– Minimum 2+ years experience
– Diploma qualified (DipPFS / Level 4)
– Strong understanding of the UK market
– Ability to commute to their South Manchester office (Hybrid working)

Paraplanner Package:
– Between £30,000 and £45,000 basic salary depending on experience and qualifications
– Group pension
– Death in Service
– Progression opportunities to Senior level, management or adviser.

If you are interested in discussing this in more detail, please apply or reach out to Sam at Heat.