Paraplanner – Estate & Tax Planning Specialist

Forrest Recruitment; Manchester; On-site; GBP 38,000 - 45,000; Full time

Job summary

A reputable financial services firm in Manchester is seeking an experienced Paraplanner to assist in developing customized financial plans and prepare detailed reports on investment management and tax strategies. The ideal candidate will support financial advisors, conduct research, and ensure compliance with relevant regulations. This full-time permanent role offers an excellent opportunity for career progression. Interested candidates should prepare their CV and contact Charlotte or Lucy for a confidential discussion about this opportunity.

Qualifications

• Experience as a Paraplanner in a financial services context.
• Understanding of estate planning, investment management, and tax strategies.

Responsibilities

• Assist in developing customized financial plans by analyzing client data.
• Prepare detailed reports on estate planning and investment management.
• Conduct research on securities law and financial products.

Skills

Financial analysis

Client relationship management

Research skills

Attention to detail

Tools

Financial software tools

Job description

A reputable financial services firm in Manchester is seeking an experienced Paraplanner to assist in developing customized financial plans and prepare detailed reports on investment management and tax strategies. The ideal candidate will support financial advisors, conduct research, and ensure compliance with relevant regulations. This full-time permanent role offers an excellent opportunity for career progression. Interested candidates should prepare their CV and contact Charlotte or Lucy for a confidential discussion about this opportunity.