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Paraplanner - £40K - Manchester

Zoek Pin Manchester - This Area Only

35000.0000 - 40000.0000

Permanent (Full time)

Posted 4 days ago

Education and Training

• Good written and verbal communications and numeracy skills
• 2-3 years minimum report writing experience
• Level 4 Diploma in Financial Planning CII or equivalent


• Experience of report writing for pension protection, investments
• Experience of transfer of assets
• Understanding of risk profilers
• Understanding of objectives
• Use of cashflow modellers
• Experience of business processing
• Use of analysis tools such as FinEx/Distribution Technology or similar
• Use of research tools such as The Exchange/ Synaptics/Selectapension or similar Financial Services
• Use of client management systems such as Intelligent Office (iO), Enable or similar
• Experience of working in the Financial Services Sector working
• Undertake other duties commensurate with the post to ensure the smooth operation of the Business Support Team

Skills & abilities

• Ability to communicate effectively with a wide range of people including legal representatives
• Ability to prioritise and manage own workload
• Ability to communicate effectively both orally and in writing.
• Have a keen eye for detail and an exceptional level of accuracy when producing documents and inputting data
• Professional attitude & appearance

Personal Qualities

• Display self-motivation, drive and enthusiasm
• Possess a flexible approach to work

• Excellent telephone manner

• A desire to support vulnerable clients

• Be hard working, enthusiastic and reliable

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