Senior Paraplanner & Technical Research Analyst

Recruitment Solutions (Folkestone) Ltd; Manchester; On-site; GBP 35,000 - 41,000; Full time

Job summary

A renowned financial planning firm in Manchester is seeking an experienced Paraplanner. In this role, you will provide analysis, assist with report writing, and support advisers. Candidates should be studying towards a Diploma in Financial Planning and possess strong interpersonal and IT skills. This position offers a competitive salary, a collaborative environment, and opportunities for professional development.

Qualifications

• Excellent understanding of the Financial Planning process.
• Able to work within defined business processes.
• Ability to achieve outcomes without supervision.

Responsibilities

• Provide analysis and product recommendations for clients.
• Draft workflows based on suitability reports.
• Manage own workflow and provide updates to the Team Leader.

Skills

Analysis

Report Writing

Technical Support

Interpersonal Skills

IT Skills

Education

Diploma level qualification (Level 4) in Financial Planning

Tools

MS Word

MS Excel

Intelligent Office

FE Analytics

Selectapension

Job description

A renowned financial planning firm in Manchester is seeking an experienced Paraplanner. In this role, you will provide analysis, assist with report writing, and support advisers. Candidates should be studying towards a Diploma in Financial Planning and possess strong interpersonal and IT skills. This position offers a competitive salary, a collaborative environment, and opportunities for professional development.