Financial Planning Expert

6 hours ago


Manchester, United Kingdom IDEX Consulting Full time
Job Description

This is an exciting opportunity to support a well-established financial advisory business in Manchester as a Paraplanner. The successful candidate will provide technical, research and administrative support to financial planners in delivering bespoke solutions to clients.

Main Responsibilities:

  • Supporting Financial Planners: Assist financial planners in the delivery of advice solutions to clients.
  • Report Writing and Presentations: Produce compliant and detailed client suitability reports and presentations.
  • Client Relationship Management: Help manage client relationships and communicate with clients in a professional manner.
  • Evidence Gathering and Record Keeping: Gather and record evidence, keeping full and compliant records on file.
  • Liaison with Advisers: Liaise with advisers on a regular basis to work on cases and provide updates.

Person Specification:

  • Knowledge of Advice Areas: Good knowledge across all advice areas (investment, pensions, protection but not mortgages).
  • Compliance and Interpersonal Skills: Strong interest in compliance and excellent interpersonal and communication skills.
  • Financial Planning Process: Good understanding of the financial planning process and a knowledge of the financial services world.
  • Technical Knowledge and Report Writing: Excellent report writing skills and high technical knowledge.
  • IT Skills and Workload Management: Good IT skills and ability to plan and prioritise your own workload.

Salary: £30,000 - £35,000 per annum.



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