My client is currently looking for a Paraplanner to join their team in Manchester.

Main Duties

• Assist in creating financial planning solutions based on client objectives
• Prepare suitability letters in line with agreed recommendations
• Complete client review work within the required timescales
• Analyse client investment portfolios and prepare supporting documentation for client review meetings
• Collaborate with advisers and support staff to ensure new business submitted and ongoing servicing levels meet with required standards
• Collate, check and maintain client files in accordance with compliance requirements
• Ensure that recommended contracts and investments are implemented as per advice provided
• Contribute to investment research and attend fund manager and investment meetings as required
• Attend technical knowledge seminars and investment meetings as required
• Communicate professionally with clients as required
• Other tasks as required to aid the smooth running of the business
• Maintain an up to date and accurate CPD record

Skills Required

• Excellent report writing skills
• Ability to analyse data and statistics
• Excellent IT skills including proficiency in Microsoft Word and Microsoft Excel
• Familiarity with investments, pensions and protection products
• Ability to conduct research for appropriate providers and investments
• Good understanding of compliance issues
• Good organisational and time management skills including being able to deal with a number of tasks at once and prioritise work accordingly.
• Ability to build effective working relationships with colleagues and work in a team environment
• Have a responsibility for good time keeping and be prepared to work beyond the standard office hours in certain situations where work is time critical
• To be committed to the principle and ethos that the client always comes first

Benefits

• 26 days holiday plus Bank Holidays
• Additional day off for your birthday
• Additional half day off for Christmas shopping (to be taken during December)
• Option to join company pension scheme with contributions up to 5% matched by Five Wealth
• Death in service cover
• Hybrid office and home based working (minimum 2 days per week in the office)
• Performance related bonus

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