Financial Planning Expert

5 days ago


Manchester, United Kingdom MERJE Full time
About the Role

A well-established Wealth Management firm is seeking a skilled Paraplanner to join their team. This is an excellent opportunity for a qualified professional to contribute to the success of the organization.

The estimated salary for this role is £55,000 - £75,000 per annum, depending on experience.

The successful candidate will be responsible for providing high-quality support to Financial Planners in delivering exceptional client service.

Responsibilities:
  • Paraplanning:
  • Conduct thorough research and analysis to develop tailored investment recommendations for clients.
  • Prepare comprehensive suitability reports and presentations for Financial Planners.
  • Collaborate with colleagues to ensure seamless delivery of client services.
Requirements:
  • Degree in a relevant field (e.g., finance, accounting, economics) or significant work experience in financial planning.
  • Professional certifications (e.g., CII, R03) or equivalent experience in paraplanning.
  • Strong analytical and problem-solving skills to interpret complex data and resolve issues.
  • Excellent communication and interpersonal skills to build strong relationships with colleagues and clients.


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