Paraplanner - Manchester

This respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.This is an excellent role for anyone wanting to work in an environment where continual technical and career progression can be achieved. A route to being a financial planner from this role is possible.You must have paraplanning / report writing experience, strong tax, trusts and pensions knowledge, ideally some corporate knowledge too would be advantageous but not essential.In addition you must be CII Level 4 Diploma qualified and keen to study further qualifications. Basic salary up to £46,000 and benefits

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Location: Hulme, GB

Posted Date: 10/31/2024