Paraplanner

3 weeks ago


Manchester, United Kingdom Square Peg Associates Ltd Full time

Our client is an ambitious and highly personable, SJP financial services partner, looking for a Paraplanner to join their expanding team in Manchester City Centre.

This role will offer fantastic training and support and would suit someone who is keen to progress.

£33-£40k per annum, dependent upon experience, plus benefits

**Duties of Paraplanner**:

- Supporting IFAs with technical support duties
- Undertake research both independently and with the Financial Adviser to identify suitable products and solutions to meet the client's needs
- Prepare suitability letters in accordance with the agreed recommendations for investment, pension, protection and inheritance tax cases
- Submit fund switches for clients
- Ensure all incoming client communications are handled promptly
- Act as main point of contact and deal effectively with queries from clients and other parties through effective communication

**Skills**:

- Level 4 Diploma qualified or RO quals or working towards them
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
- SJP experience would be an advantage

Our client offers great support and progression opportunities, including study and training packages to enable you to develop and reach your full potential. The client offers a range of advice in areas of investments, tax planning and pensions.

Would consider newly qualified, part time or financial advisers wanting to step into a Paraplanner role.


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