My client is currently looking for an experienced Paraplanner to join their team in Manchester
The successful candidate will be an integral part of the client experience, with the opportunity to attend client meetings alongside technical work. The Paraplanning role is varied and you will have exposure to different areas of financial planning.
The Role:
- Work as part of a team assisting the Financial Planner in managing clients’ planning needs and solutions.
- Be an additional point of contact when the Financial Planner is not available and develop relationships of trust with clients.
- Attend client meetings with the Financial Planner on occasion, to broaden your understanding of the advisory process and strengthen relationships with clients.
- Take responsibility for the timely drafting of client reason-why letters.
- Assist the Financial Planner in assessing and researching options and solutions for clients.
- Handle other administrative duties promptly, including letters, new client take-on forms, preparation of advisory correspondence/annual reviews, and assisting with proposal preparation.
- React to all client-related enquiries in a timely manner and maintain a record of responses.
- Deal with insurance companies, as required, to obtain client policy information or new illustrations and product information.
- Check that new business and client files are compliant
- Work closely with the Financial Planning support team and delegate administrative work as required.
- Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable.
About You:
- A keen interest in, and a good understanding of, the Wealth Management and financial planning industries.
- Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base.
- FCA approved Level 4 RDR compliant qualification in financial planning or equivalent.
- Familiarity with the fund management, professional advisory, IFA or life company industry.
- Good understanding of Intelliflo Office and The Exchange.
- Professional, organised and motivated self-starter.
- Presentable with a client-facing demeanour.
Benefits:
- Salary £50-55k base
- Discretionary Bonus
- Pension 8% employer contribution + 5% matching
- Private health cover, Life insurance
- 25 days holiday+ bank holidays
- Share matching £150 per month
- Discounted gym membership
- Corporate discount
- Discounted financial advice
- Hybrid working