Senior Paraplanner Professional

3 weeks ago


Manchester, United Kingdom NJR Recruitment Full time
Job Title: Senior Paraplanner

We are working with a reputable Group of Independent Financial Advisers in North Manchester, seeking an experienced Senior Paraplanner to support their Financial Advisors.

About the Role

This challenging yet exciting opportunity requires someone who can interact directly with the management team and staff, providing first-class financial advice support to the firm's advisers.

Key Responsibilities
  • Develop close relationships with Management, advisers, and clients.
  • Support advisers in client personal financial planning needs.
  • Build relationships with third-party providers and fund management firms.
Requirements

To be successful, you will need:

  • At least 5 years' experience in financial services.
  • QCF Level 4 qualification in Personal Financial Planning (QCF Level 6 desired).
  • Cash flow modelling, investment planning, pensions, and estate planning skills.
  • Excellent organisational, communication, and IT skills.
Additional Information

The ideal candidate will have experience with Intelliflo and proficiency in other platforms such as Investment Platforms, Cashflow Planning, Morningstar, Selectapension, and Virtual Cabinet. A salary of around £50,000 - £65,000 per annum is expected for this role, depending on experience.



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