City Of Manchester, Greater Manchester, GB
23 days ago
Junior Paraplanner

Job Summary/Introduction Junior Paraplanner Salary: £28,000 - £32,000 per annum Location: Manchester city centre

Keywords: Pension, paraplanner, DipFA, Financial Services, Wealth Management, Graduate Job, University graduate

Our client is actively seeking an exceptionally organised and motivated professional to enhance their team as a Junior Paraplanner. This crucial position underpins the firm's operations by providing vital administrative support and facilitating close collaboration with advisory teams. The ideal candidate will have a desire to progress in the pensions and financial services sectors, with a strong preference for backgrounds in financial planning and wealth management.

Competitive salary of £28,000 - £32’000 per annum Monday to Friday working hours 09.00am – 17.00pm Based in Manchester city centre (Office based) Genuine progression opportunities with paid training

Job details:

As a Junior Paraplanner, you will play a pivotal role in supporting the smooth operation of our client's firm.

Research financial products for example pension schemes. Preparing reports that include key insights and recommendations for financial advisors. Keeping client records up to date Conducting due diligence Provide administrative support to financial advisors. Check for compliance with financial regulations. Preparing client financial plans: Prepare recommendations for financial advisors.

What you bring:

Ideally some paraplanning experience or good pensions knowledge Backgrounds in financial planning and wealth management business are highly desirable. Exceptional organisational skills are required to manage daily interactions efficiently. Strong communication skills are needed to facilitate effective collaboration within the team. Ability to execute administrative tasks promptly while adhering to internal policies and regulatory requirements.

What's next:

If you're ready to take your career to the next level as a Junior Paraplanner don't hesitate, apply online today!

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

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