Manchester City Centre Financial Advisor

2 weeks ago


Manchester, United Kingdom NJR Recruitment Full time
Manchester City Centre Financial Advisor

Job Overview:
This exciting opportunity has arisen for a skilled Paraplanner/Trainee (Part Qualified) to join our client's dynamic team in Manchester City Centre. As a key member of the Paraplanning team, you will be responsible for preparing advice reports for financial advisers, liaising directly with them before submission, and ensuring timely delivery of high-quality reports.

About the Role:
- Prepare advice reports that meet the highest standards of quality and professionalism.
- Liaise directly with financial advisers to ensure timely submission of reports.
- Conduct basic tax analysis, including CGT and income tax.
- Prepare investment illustrations and reports using FE Analytics software.
- Maintain accurate and up-to-date client files.

About the Company:
Our client is a well-established boutique firm of Chartered Financial Planners, offering Whole of Market Financial Planning services from their Manchester City Centre office. With a strong team-based approach, they are seeking an individual who can contribute to the company's continued success and growth.

What We Offer:
- A competitive salary of £25,000 - £33,000 per annum, plus an annual bonus of up to 7.5% of salary.
- Hybrid working pattern, with 2 days home and 3 days office work on a weekly rotating shift.
- Benefits package, including Death in Service, Pension Scheme, and 25 days annual leave + an additional day on Christmas Eve.

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