Junior Paraplanner

6 Days Old

Eventus Recruitment are seeking a full-time permanent Junior Paraplanner professional to join a well-established Independent Financial Planning business based in Manchester. This is an excellent opportunity to become part of a dedicated back-office team, working alongside experienced financial advisers. The role offers significant scope for career progression and professional development, with benefits including a competitive salary, pension contribution, Death in Service cover, Critical Illness Benefit, generous holidays, exam bonuses, and support for professional qualifications. Role Responsibilities The successful Junior Paraplanner candidate will support financial advisers by providing detailed investment and product research, preparing documentation, and creating suitability reports. Daily duties will include: Working closely with Advisers to interpret and communicate financial advice tailored to clients' individual circumstances, risk profiles, and objectives. Preparing research for recommendations following an in-house process, requiring competency with basic Excel spreadsheets; does not require contacting multiple third parties for initial information. Conducting thorough product and fund research using systems such as Adviser Asset, FE Analytics, and internal spreadsheets. Obtaining point-of-sale documentation including illustrations, quotations, fact ...
Location:
Manchester
Salary:
£34,000 - £36,000 per annum
Job Type:
FullTime
Category:
Accounting & Finance

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