Job Information

Paraplanner / Technical Assistant Vacancy - £33,000 to £40,000 – Manchester

Company

• ·        Completely Independent business with an in-house investment proposition
• ·        Smaller in terms of staff numbers, 2 IFA’s, 1 Paraplanner and 1 Administrator currently
• ·        Client demographic is largely professional individuals with between 100k and £5M invested, the majority of which have complex requirements
• ·        Main focus is on servicing existing clients fully with all areas of advice

Role

• ·        Investment’s research including input to the existing in-house investment proposition ongoing
• ·        Producing suitability reports for new and ongoing advice
• ·        Working with the Advisers to manage the clients, handling queries, being present in some meetings etc

Additional

• ·        Requirement to be involved in some general areas of compliance e.g. updating policies and preparing information for review
• ·        To assist with some administration when necessary

Details and Package

• ·        Up to £40,000 salary with up to 28 days holiday plus bank holidays
• ·        Will seriously consider full and part time applications and be considerate of hours appreciating peoples commitments outside of work
• ·        Office based during probationary period with a view to flexible home/office working

What next

• ·        Contact Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk to ask any questions you may have
• ·        Click apply and we’ll confirm if you are of interest or not and where necessary discuss the role and business in more detail and further assess suitability
• ·        If selected to interview there will be an initial teams/zoom chat with the client to get to know one another followed by a face to face interview in their office