Senior Paraplanner (hybrid remote)
other jobs Taylor James Professional Recruitment
Added before 14 hours
- England,North West,Greater Manchester
- Full Time, Permanent
- £45,000 - £55,000 per annum
Job Description:
Our client, a multiple award winning firm of financial planners in Manchester are looking to appoint a Senior Paraplanner to join their highly experienced team on a permanent basis.
Working closely with the advisers, duties and responsibilities will include:
*Writing and tailoring high quality suitability letters based on consultation with the Adviser
*Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
*To complete compliant suitability reports
The Person:
*Level 4 Diploma (essential)
*Experienced in dealing with HNW / UHNW clients (desirable)
*Reliable and diligent
*Excellent working knowledge surrounding the key areas of Financial Planning
*Strong commercial and technical knowledge
*Personable and professional
In return this opportunity offers a basic salary of between £45,000 & £44,000, home working, full study support, bonuses and fantastic benefits package.
Working closely with the advisers, duties and responsibilities will include:
*Writing and tailoring high quality suitability letters based on consultation with the Adviser
*Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
*To complete compliant suitability reports
The Person:
*Level 4 Diploma (essential)
*Experienced in dealing with HNW / UHNW clients (desirable)
*Reliable and diligent
*Excellent working knowledge surrounding the key areas of Financial Planning
*Strong commercial and technical knowledge
*Personable and professional
In return this opportunity offers a basic salary of between £45,000 & £44,000, home working, full study support, bonuses and fantastic benefits package.
Job number 3220992
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Company Details:
Taylor James Professional Recruitment
Company size: 5–9 employees
Industry: Recruitment Consultancy
Taylor James is a specialist recruitment partner to the financial services industry. Our tailored approach enables us to source the highest calibre of...