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Technical Administrator/Paraplanner - 4/5 days

Posted 5 January by threesixty selection Easy Apply Ended

Well Established Independent Financial Planning Practice in Altrincham are currently expanding their team due to a steady increase in business over recent years.

The firm provide advice in:

Saving & Investments
Trustee Investments
ISAs, Unit Trusts
Pension Reviews & Retirement Planning
Tax Planning
Auto Enrolment
Mortgages, Life Insurance

The team require a part or fully qualified administrator/paraplanner who has experience in research and report writing, to support these increasing levels of business and continue providing the high levels of client care that the business pride themselves on.

You will be joining a team of 6, and working closely with the business owner/IFA and the technical manager.

Conducting Research
Compiling reports
Liaising with clients
Communicating effectively with colleagues
Conducting all business in a compliant manner.


Holidays will be at least matched, plus one extra day per year for 5 years.

Located conveniently near to public transport and parking.

Summer and Christmas bonus paid.


Full time or 4 days, 9am-5pm.

£24,000 - £28,000 depending on experience and qualifications

(REF: J705 diana sproston)

Reference: 33122475

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