Paraplanner - Manchester, North West England

Ref: 730Tuesday 14 June 2022

£32,000 - £37,000

Are you looking to develop your career in a firm that can provide guidance, a strong culture, and a commitment to excellence? A Chartered Financial Adviser firm in Manchester is looking to hire a Paraplanner to support the Pensions transfer specialist.

You will be preparing compliant Specialist Pension Suitability reports for issue to clients and introducers based on information provided by the Pension Transfer Specialist (PTS). 

On offer is flexible working arrangements (3 days a week at home) as well as a starting salary between £32,000 - £37,000 + Benefits and study support


Principal accountabilities:


Keep up to date with training and supervision requirements according to their competence as set out in the T&C Scheme.

Act with integrity and professionalism; paying regard to the interests of our customers (treating them fairly); and being open and co-operative

Provide weekly reports to the Paraplanner Supervisor relating to output, quality concerns and other Management Information as required. 

Supporting the PTS in research and analysis to meet Client needs and objectives

Supporting the PTS in preparing Client financial plans and suitability reports


Qualifications & Experience:       

Preferably QCA Level 4 qualified.  Or, working toward this holding R01 & 2 (or equivalent)

Exceptional verbal and written communication skills

Able to manage workflow and communicate effectively

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