Trainee Paraplanner

Recruiter
Taylor James Professional Recruitment LTD
Location
Manchester
Salary
£20,000 - £24,999
Posted
21 Mar 2019
Closes
27 Mar 2019
Category
Accounting
Contract Type
Permanent
Hours
Full Time

A fist class opportunity has arisen for a Junior/ Trainee Paraplanner to join our IFA client in Manchester on a permanent basis.

The ideal candidate will currently either be working within a paraplanning capacity or be looking for the transition to paraplanning from an administration role.

Working closely with the Advisers and tasked with being an integral part of the client experience, duties and responsibilities will include:

  • To support Financial Planners
  • Suitability report writing
  • To process new business applications
  • To carry out all new applications in a compliant manner
  • To ensure all paperwork is completed accurately and correctly
  • To update the back office system
  • To carry out portfolio reviews
  • Maintain a high level of industry knowledge which is up to date and relevant, including legislative to regulatory developments

The person:

  • IFA Administration experience (essential)
  • Studying towards Diploma (desirable)
  • Report writing experience (desirable)
  • Strong working knowledge of the key Financial Services products
  • In return this opportunity offers great career progression alongside an excellent benefits package

Please contact Matthew Biddle on 0161-820-2688 or submit the latest version of your CV to be considered for this opportunity.

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