My client is currently looking for an experienced Paraplanner to join their team in Manchester

The successful candidate will be an integral part of the client experience, with the opportunity to attend client meetings alongside technical work. The Paraplanning role is varied and you will have exposure to different areas of financial planning.

The Role:

• Work as part of a team assisting the Financial Planner in managing clients’ planning needs and solutions.
• Be an additional point of contact when the Financial Planner is not available and develop relationships of trust with clients.
• Attend client meetings with the Financial Planner on occasion, to broaden your understanding of the advisory process and strengthen relationships with clients.
• Take responsibility for the timely drafting of client reason-why letters.
• Assist the Financial Planner in assessing and researching options and solutions for ...