Paraplanner

My client is a well-established financial advisory business in Manchester and they are currently looking for an experienced Paraplanner to join their team.

This is an excellent opportunity for a career minded individual to join a rapidly growing team and support the business in its next stage of development.

Job Purpose

To support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice process. To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives. To prepare suitability reports which reflect the proposed strategy. To identify disadvantages in the solutions proposed for clients and to bring these issues to the attention of relevant staff and to refer issues for escalation if required. Other ad-hoc tasks and responsibilities commensurate with the role may be required.

Main Responsibilities

• Providing technical, research and administrative support
• Production of compliant and detailed client suitability reports and presentations
• Help manage client relationship and taking / making calls in a polite and professional manner
• Ability to gather and record evidence
• Keeping full and compliant records on file
• Liaising with advisers on a regular basis, to work on cases and provide updates
• Prioritising workload in order to meet all deadlines
• Occasionally taking on project work and assignments
• Any other administration based duties that are considered appropriate to the role

Person Specification

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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