RecruitukLtd Salary: £30K to £35K
Our client is a trusted and local financial planner based in Manchester. Their team of seven advisors provides holistic and independent advice to clients in the local area on their retirement plans and pension, investments and protection and other financial matters. The advisory team is currently supported by a team of 5 office based, professionals and that team need to grow to compensate for their success and increase in workload.
This role has also become available as their recent paraplanner joined the firm, gained the full financial advice diploma and has now moved into the compliance Director role. The firm recognizes industry experience and therefore are happy to bring candidates in for an interview who have a broad and long experience in a paraplanner position but haven’t yet gained the diploma. Experience in this role is essential and they will not consider diploma qualified financial professionals who have little or no previous paraplanning experience.
The role will involve analysis and research of client portfolios, products, and services. Production of ‘suitability reports’ and ‘reason why’ letters. Out of the box thinking for ideas and solutions to complex advice.
In return, you will receive a competitive salary, support with exam study and cost as well as PMI, DIS and pension contribution.
If this role is of interest to you and you are looking for an opportunity to develop your career, please contact Louise Sheppard on 0117 917 0411 or email firstname.lastname@example.org and quote reference 3021.