Paraplanner / Junior Paraplanner

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Paraplanner / Junior Paraplanner Location - Manchester (Hybrid / Office or Remote) Salary: £30,000 - £40,000 (DoE) Benefits: Contributory Pension 33 days holiday bank holidays The opportunity An exciting new opportunity has arisen for an exceptional Paraplanner or Junior Paraplanner to join our busy team. We offer a great package that includes a generous holiday allowance of 33 days bank holidays, pension and support for relevant exams. Hybrid working is available. The role You will provide paraplanning and technical administrative support to the Paraplanning Manager and the Practice Manager including, but not limited to; Analyse clients’ requirements, develop cash flow models, complete calculations and accurately record client data; Prepare suitability letters and reports, taking full responsibility for the client files and back office IT records throughout the advice process; Gathering and chasing ceding information from Providers; Prepare client reports and suitability letters, updating cash flow models, investment performance reviews; Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally; U...
Location:
Manchester
Salary:
£30,000 - £40,000 per annum
Category:
Accounting & Finance

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