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Senior Paraplanner
Manchester (Full Time, Permanent)

Senior Paraplanner - Manchester
Our client, a high profile, successful, boutique financial planning/IFA Practice that provides a wealth management service to existing clients are seeking an ambitious, driven and passionate Senior Paraplanner to join their existing private client support team.

Key responsibilities:

* Providing technical, research and administrative support

* Production of compliant and detailed client suitability reports and presentations

* Help manage client relationship and taking/making calls in a polite and professional manner

* Possible attendance at client meetings

* Keeping full and compliant records on file

* Liaising with advisers on a regular basis to work on cases and provide updates

* Prioritising workload in order to meet all deadlines

* Occasionally taking on project work and assignments

* Any other administration based duties that are considered appropriate to the role

Person specification:

* Good knowledge across all advice areas (investment, pensions, protection but not mortgages)

* A very strong interest in compliance and willingness to perform compliance support role

* Excellent interpersonal and communication skills

* Good understanding of the financial planning process and a knowledge of the financial services industry

* Excellent report writing skills and have a high technical knowledge

* Good I.T. skills, ideally knowledge of Adviser Office and Analytics from Financial Express

* Be able to plan and prioritise your own workload and work with minimum supervision

* Ability and willingness to take personal responsibility in Director/Adviser support role

* Able to work as part of a team

* Relevant industry experience

* Full FPC essential or recognised equivalent (additional Diploma/AFPC qualifications an advantage but not essential).

* Willingness to develop, taking further qualifications with full company support

Salary 35,000 to 45,000 dependant upon experience, plus attractive benefits