Junior Paraplanner

5 days ago

Manchester, United Kingdom Square Peg Associates Ltd Full time

Our client is a prestigious and growing financial services practice in the heart of City Centre Manchester, who are looking for a Junior level Paraplanner with a minimum of 2 years experience within wealth management.

Full or Part Time options available

**Salary**: Competitive salary plus benefits and flexible working

Based in central Manchester and offering a commercially focussed and motivated office environment that support flexible working and work life balance, we are looking for a Junior Paraplanner who can work with confidence and may still be looking for progressionopportunities. Study and training packages are on offer if required.

**Duties of a Junior Paraplanner**:

- Supporting IFAs with technical support duties
- Undertake research both independently and with the Financial Adviser to identify suitable products and solutions to meet the client's needs
- Prepare suitability letters in accordance with the agreed recommendations for investment, pension, protection and inheritance tax cases
- Submit fund switches for clients
- Ensure all incoming client communications are handled promptly
- Act as main point of contact and deal effectively with queries from clients and other parties through effective communication

Previous experience in a Paraplanner role is essential and we are looking for a well-motivated and communicative individual.

Our client would also consider someone who is studying RO qualifications or have the relevant hands on experience or potentially a financial adviser wanting to step over into a Paraplanner role.

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