Customer Journey Design Specialist

Based in central Manchester and offering a commercially focussed and motivated office environment that support flexible working and work life balance, we are looking for a Junior Paraplanner who can work with confidence and may still be looking for progression opportunities. Study and training packages are on offer if required.

Duties of a Junior Paraplanner:

Supporting IFAs with technical support duties

Undertake research both independently and with the Financial Adviser to identify suitable products and solutions to meet the clients needs

Prepare suitability letters in accordance with the agreed recommendations for investment, pension, protection and inheritance tax cases

Process new business applications

Submit fund switches for clients

Ensure all incoming client communications are handled promptly

Act as main point of contact and deal effectively with queries from clients and other parties through effective communication

Previous experience in a Paraplanner role is essential and we are looking for a well-motivated and communicative individual.

Our client would also consider someone who is studying RO qualifications or have the relevant hands on experience or potentially a financial adviser wanting to step over into a Paraplanner role.

Please apply now for immediate consideration or contact Tess at Square Peg Associates to discuss the role further.