Pensions and Investments Professional

2 days ago


Manchester, United Kingdom MERJE Full time
About the Opportunity

A leading Wealth Management firm is seeking a seasoned Paraplanner to join their team on a permanent basis. The successful candidate will be responsible for supporting Financial Planners in providing exceptional client service.

The estimated salary for this role is £50,000 - £70,000 per annum, depending on experience.

This is an excellent opportunity for a motivated and detail-oriented individual to grow their career in a dynamic and fast-paced environment.

Responsibilities:
  • Paraplanning:
  • Collaborate with Financial Planners to develop tailored investment strategies for clients.
  • Analyze client data to identify opportunities for portfolio optimization.
  • Ensure compliance with regulatory requirements and internal policies.
Requirements:
  • Strong understanding of pension schemes, investment products, and financial markets.
  • Experience working in a similar role, preferably in a Wealth Management firm.
  • Excellent organizational and time management skills to meet deadlines and priorities.
  • Ability to work effectively in a team environment and communicate complex ideas to colleagues and clients.


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