Paraplanner File Checker

Paraplanner - Manchester, North West England

Ref: 731Tuesday 14 June 2022

£37,000 - £40,000

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 Senior Paraplanner to support the Financial Planners.

 

On offer is flexible working arrangements (3 days a week at home) as well as a starting salary between £37,000 - £40,000 + Benefits and study support

 

Principal accountabilities

Developing  and  maintaining  internal  relationships  to help maintain business flow and meet agreed targets.

Conduct research and analysis of financial products to meet client requirements Managing the presentation of technical data

Ensure Investment reports and suitability letters are in line with company and FCA standards.

Assessing and grading quality of files and providing effective and concise feedback

                           

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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