Paraplanner – Wealth Management Company in Manchester recruitment

The role will include report writing, valuations, meeting packs, preparing client letters, spreadsheets, and offering training to support staff. Extensive IT knowledge is required within the role and a genuine interest in the financial world, a ‘want-to-learn’ as much as possible attitude, a drive to want to improve the standard of personal and company work, and confidence in own ability is also necessary. Financial qualifications are essential (FPC)