Our Client are a team of experienced Independent Financial Advisers with a well established name in the industry. Based in North Manchester, they offer a professional working environment, competitive market salary, good benefits and a structured career path.
Due to internal promotion an additional Paraplanner is required to compliment their current team of highly technical experts. Candidates from a banking background will also be highly considered - providing Level 4 Diploma has been onbtained and report writing skills can be demnstrated).
The main focus of the role will be to support the office operation by providing support to the Technical Supervisor. Daily responsibilities will include:
Providing high quality bespoke financial reports on all aspects of financial planning, drafting letters of advice on behalf of Partners and ensuring you work in a compliant manner at all time.
The successful candidate will be an experienced Diploma Qualified candidate. A strong character who is technically astute with strong product knowledge of Investments is required. You will be confident, switched-on and work well as part of a dedicated and successful team.