Paraplanner

• Excellent opportunity within a forward thinking IFA
• Exam pass support and bonuses
• Progession to Adviser is desired

Paraplanner, Manchester, £40,000-£45,000

This is a perfect opportunity for someone who is level 4 qualified and has Paraplanning experience to join an ambitious and genuinely forward thinking IFA in Manchester. You’ll need to be able to analyse information and conduct research to produce accurate and appropriate suitability reports, especially with regards to switching Pensions. Use of Intelligent Office, Dynamic Planner, Genovo and Selectapension would be beneficial but not essential.

In return you’ll be joining a business that prides itself on the training and development of its employees. So if your goal is to further your career as a Paraplanner, or join a business and have the opportunity to become an Adviser within a realistic time-frame, then this is the one for you.

Your responsibilities will include:

• Carrying out research relating to pensions/investments and preparing suitability reports for our team of New Business/Wealth Management Advisers
• Working as a team with all stakeholders within the business to ensure we achieve great client outcomes
• Undertaking CPD for continuous improvement

The benefits include:

• Company events
• Company pension
• Private medical insurance
• £500 bonus for each exam passed
• All exam and study material paid for by the company
• Schedule:
• Monday to Thursday 8am – 4pm or 9am – 5pm
• Friday 8am – 3pm or 9am – 4pm
• Office based