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An Independent Financial Advisers in Manchester looking for someone who wants to become a  Paraplanner and then look towards becoming a Chartered Financial Planner.


Main qualities you will have:

  • Have some experience of supporting Financial Advisers with industry-relevant qualifications
  • The drive and ability to learn and pick things up easily
  • Be a fantastic player – they are looking for the right outgoing person who is flexible and who will fit in easily with the team.

Duties will include:

  • Prompt, accurate and compliant submission of new business
  • Managing pipeline business and rectifying any concerns which may arise
  • Inputting and reconciling fees
  • Produce valuations and meeting packs for client review meetings
  • Attend client meetings, make notes and take on follow-up tasks
  • Screening and processing advisers post, e-mails and calls
  • Report writing, financial analysis and fund/product research


To find out more about this role or to apply please call Amy/ Ramzia on 0161 236 3600.

Please note due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.

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