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Paraplanner (junior / trainee) up to £28,000

Posted 8 March by Taylor James Professional Recruitment LTD Easy Apply Featured Ended

Paraplanner / DipFA / DipPFS / Paraplanning / Manchester / Permanent / Salary / £23,000 - £28,000

Are you an experienced Financial Services/ IFA Administrator looking to move into or develop your career within paraplanning?

Our highly reputable Manchester based client has created a highly sought offer position to progress and develop your financial services career.

Supporting Paraplanners & Financial Planners, duties & responsibilities are to include:

  • Writing suitability letters & reports (ISAa, ISA top-ups, pension switches)
  • Supporting the more Senior Paraplanners & Financial Planners
  • Processing new business applications
  • Acquiring client valuations
  • Preparing for client review meetings
  • Acting as point of contact for clients
  • Maintain accurate & compliant client files

The Person:

  • Experience in IFA administration (essential)
  • Working towards Diploma (desirable)
  • Basic paraplanning exposure/ experience (desirable)

In return this opportunity offers a high starting salary, full study support and a fantastic benefits package.

Please contact Paul Taylor on 0161-660-2090 or submit the latest version of your CV to be considered for this opportunity.

Reference: 34635551

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