Compliance Assistant / Trainee Paraplanner

Posted 19 June by Cameron James Easy Apply Featured

Working in partnership with an Independent Financial Advisers in Manchester City Centre, I am currently recruiting for a Compliance Assistant / Trainee Paraplanner.

First and foremost as a Compliance Assistant / Trainee Paraplanner you will support the Compliance Manager, learn, develop and further your career within Compliance. Once fully proficient and qualified you may even wish to take on the responsibility of being Compliance Manager yourself.

In addition, you will be offered the opportunity to be trained in the Technical aspects of IFA support including Fund/Product Research and Suitability Report Writing. This will not only add variation to your role but will also give you much greater understanding of the advice process as a whole.

This is a truly unique opportunity!

To be considered you will;

  • Have experience within a Compliance Function within a Wealth Management, Financial Planning or Provider environment
  • Have or be working towards the Level 4 Diploma in Financial Advice

In return you will receive a generous salary which will be based on and dependent entirely upon your experience and capabilities.

For further information please search 'Cameron James Professional Recruitment', visit our website and contact Richard Kunman.

Required skills

  • Compliance Assistant / Trainee Paraplanner

Reference: 35431950

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