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Mana Resourcing offers a wide range of job opportunities across various sectors including Safety and Compliance Services, Technical and Engineering, Search and Selection Recruitment, Office Support Staffing, Financial, Information Technology, Sales and Marketing, Technical Sales, and Sales Engineer Recruitment. Positions are available for permanent, temporary, and contract roles, including roles such as Sales Engineers, Technical Sales Managers, Administrators, Finance Directors, IT Professionals, and more. Jobs are primarily located within a 60-mile radius of Oakham, Rutland (LE15 9BX), covering towns such as Leicester, Peterborough, Northampton, and Corby. We do however cover the majority of the UK. See our latest vacancies below.
**** This job has been archived. ***
Paraplanner £30k-£33k - Remote Working Available
LOCATION: Stamford
SALARY: £30,000 - £33,000 Dependent of experience
MUST HAVES: You will have Level 4 Para Planning Qualification and min 2 year's experience
Working Hours: 9:00 - 17:00 - Remote Working Available
The COMPANY
The client is a large and successful IFA business that has been establish for over ten years. They offer Independent financial advice to clients across the midlands and beyond. The client is looking for a senior Para Planner with experience in the role to join a friendly and close team.
The ROLE
The successful Para Planner will be required to:
*Support individual IFA's work from beginning to end
*Provide high end technical paraplanning training and support to the financial advisers
*Provide support to a dedicated IFA
*You may be asked to provide general assistance to the Directors/Managers
*Carry out financial analysis and draft recommendation reports/letters for review and sign off by the advisers
*Prepare and compile financial analysis and reports
*Ensure that all compliance and regulatory standards are met and report any breach to the Compliance Manager
*Ensure that all client requirements are followed through to the appropriate conclusion.
*Keep up to date with legislation and maintain an understanding of FCA regulations and guidelines
*Develop and maintain all Paraplanning processes
The CANDIDATE
Our client is looking for a Para Planner with the following experience:
*Retirement Planning
*Investments
*Mortgage Knowledge
*Protection
*Estate Planning
*Friendly, personable, with the ability to adapt to varying situations
*Analytical with a keen eye for detail
*Minimum Level 4 paraplanning qualification
ALTERNATIVE JOB TITLES: Paraplanner, IFA, Para Planner, Para Planning, Financial Administrator, Finance, Financial Planner, Wealth Management, Financial Planning Specialist, Financial Planning Analyst, Advisory, Client Services Administrator, associate financial analyst, associate financial planner, Certified financial planner, Certified financial planner (cfp), Chartered financial analyst, Accountant financial analyst, Accounting financial analysis manager
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