Job Details
Paraplanner
Sector:Financial Services
Region : North West England
Location: Bolton
Salary: £30,000 to £35,000
Job Ref.: RK1002FS
Job Information
Paraplanner - £30,000 to £35,000 – BoltonCompany
- · Provide Independent Financial Advice and their own central investments proposition
- · Prides themselves on having modern streamlined and efficient processes and procedures
- · Family business with 4 IFA’s (Diverse in age range) and 2 Support Employees who work together, and looking to add to this
- · Keen to help employees to improve their knowledge and gain further experience
Role
- · Conduct fund and product research
- · Prepare a recommendations
- · Produce the suitability reports
- · Provide general assistance, technical support and knowledge to the Advisers and Support Team ongoing
- · Maintain up to date industry knowledge and awareness, training and development and keep up to date with providers products and new products to the market
Details and Package
- · Up to £35,000 salary
- · 25 days holiday plus bank holidays plus Christmas off
- · Office based Monday to Thursday 9am-5pm, Friday 9am-4pm
- · Pension contributions
- · Private Medical Insurance (After 12 months)
Next steps
- · 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