Wealth Management Professional
21 hours ago
We have a fantastic opportunity for an experienced Paraplanner to join our client's Financial Planning division in Manchester on an initial fixed-term contract.
The successful candidate will be responsible for providing technical support to Wealth Advisors and their clients, delivering high-quality financial planning reports and recommendations.
Main Responsibilities:
- Support Wealth Advisors in delivering technical financial planning advice to High Net Worth Clients
- Develop and maintain relationships with clients, working closely with Wealth Advisors
- Conduct research and analysis to inform financial planning recommendations
- Ensure compliance with regulatory standards and best practices
Requirements:
- A minimum of Level 4 qualification as a Paraplanner
- Proven ability to work effectively in a team environment
The salary for this position is negotiable up to £50,000 depending on experience and qualifications. The package also includes a non-contributory pension scheme, private medical health cover, life cover, group income protection, and other excellent company benefits.
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