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Location

Manchester | United Kingdom

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Job description

Job Information

Cameron James is currently working with a leading independent wealth management firm with full UK presence who are looking to recruit a Paraplanner..

This is a hybrid working role – 2 days from home and 3 days in the office.

The successful candidate will have the drive and determination and will have attained or be working towards Level 4 paraplanning diploma. The role will be supporting the adviser team in delivering a service which exceeds their clients expectationss

Key Responsibilities

Building relationships and promoting the groups image

Preparing detailed and accurate suitability reports to deadlines

Monitoring suitability and reporting trends

Completing technical research

Preparing documentation for presentation meetings

Creating client annual review pack and managing review process

Knowledge & Experience

Attained or working towards level 4 paraplanning diploma

Minimum 2 years paraplanning experience

Strong understanding of financial products and services

Ability to assess suitability and communicate clearly

Benefits

£35,000 - £40,000

28 days annual leave (plus Bank Holidays)

Pension: Employer contribution of 6% with salary sacrifice for Employee contributions.

Group Life cover: 4 x salary.

Annual discretionary bonus.

Medical cash back plan.

 

This is a fantastic opportunity to join a rapidly growing company. If you have the skills and experience to be successful in this role, please apply

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Job tags

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Salary

£35k - £40k per annum