Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Cheshire
£38000 - £46000 10/06/2025
NJR15824
£38000 - £46000 10/06/2025
NJR15824
DESCRIPTION
PARAPLANNER
Salary up to 46,000
South Manchester / Hybrid
4 days WHF
A Paraplanner is regarded to be a technical and motivated individual working closely with a team of financial advisers to provide research and report writing. The successful Candidate will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service. Where daily duties will consist of;
\" Understanding the clients\' financial situation & objectives
\" Analyse clients\' circumstances, objectives & risk profile
\" Identify missing client information pertinent to formulating recommendations
\" Liaise with financial advisers to query/challenge proposed recommendations where necessary
\" Providing research, analysis & technical support
\" Provide research on all relevant advice areas, products, and investment solutions
\" Prepare information / comparisons, ready for analysis by the advisor
\" Use of company-approved research systems to assist analysis
\" Cashflow modelling analysis
\" Preparing recommendation reports
\" Produce client suitability reports confirming new recommendations in accordance with the Company\'s internal standards and compliance procedures
\" Obtain accurate illustrations, key features and other relevant paperwork for advisers\' presentation meetings with clients
\" Assist in the completion of remedial actions following quality checking
\" Maintaining client records
\" Maintain accurate and up-to-date client and plan records on back-office system
\" Ensure all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures
\" Create, manage and complete tasks on the back-office system in accordance with Company procedures
A good overall product knowledge is required across: Pensions, Investments, Protection and Estate-planning (including use of Trusts). You MUST come from working within an IFA/Wealth Management environment.
Those who have use of Intelligent Office back-office system are of advantage, along with additional skills using Finametrica, O&M Profiler, Defaqto and FE Analytics or equivalent research tools. Experience in cashflow modelling is also a distinct advantage.
NJR15824
Salary up to 46,000
South Manchester / Hybrid
4 days WHF
A Paraplanner is regarded to be a technical and motivated individual working closely with a team of financial advisers to provide research and report writing. The successful Candidate will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service. Where daily duties will consist of;
\" Understanding the clients\' financial situation & objectives
\" Analyse clients\' circumstances, objectives & risk profile
\" Identify missing client information pertinent to formulating recommendations
\" Liaise with financial advisers to query/challenge proposed recommendations where necessary
\" Providing research, analysis & technical support
\" Provide research on all relevant advice areas, products, and investment solutions
\" Prepare information / comparisons, ready for analysis by the advisor
\" Use of company-approved research systems to assist analysis
\" Cashflow modelling analysis
\" Preparing recommendation reports
\" Produce client suitability reports confirming new recommendations in accordance with the Company\'s internal standards and compliance procedures
\" Obtain accurate illustrations, key features and other relevant paperwork for advisers\' presentation meetings with clients
\" Assist in the completion of remedial actions following quality checking
\" Maintaining client records
\" Maintain accurate and up-to-date client and plan records on back-office system
\" Ensure all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures
\" Create, manage and complete tasks on the back-office system in accordance with Company procedures
A good overall product knowledge is required across: Pensions, Investments, Protection and Estate-planning (including use of Trusts). You MUST come from working within an IFA/Wealth Management environment.
Those who have use of Intelligent Office back-office system are of advantage, along with additional skills using Finametrica, O&M Profiler, Defaqto and FE Analytics or equivalent research tools. Experience in cashflow modelling is also a distinct advantage.
NJR15824
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