Paraplanner

Paraplanner - Financial Services / Permanent Role / North Manchester - Ramsbottom / Salary 32,000 - £40,000 + Excellent Benefits / Award Winning FirmNC Associates are working in partnership with an award winning financial services organisation based in North Manchester to help support the growth within the business, My client is looking for an experienced Paraplanner who can help support the senior leadership team as well as other colleagues within the paraplanning team. Paraplanner Benefits Salary - £32,000 - £40,000 Dependent On ExpHolidays: 25 days with additional tiering on length of servicePension Scheme: 3% Employer and 4% Employee contributionsDeath in Service: 4 x salary Paraplanner Duties Obtaining information on a client s existing financial arrangements and conducting a gap analysis.Producing a strategy report and making high level recommendations in line with the clients objectives where required.Researching the market in line with guidelines from the Advisers, the client s circumstances and objectives for product and service solutions and preparing personalised high quality reports that are client to the client.Communication with the Adviser throughout this process is of paramount importance.Have a thorough understanding of the companies advice process, strategy and suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales.Understand each client s circumstances, ..... full job details .....