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 – Bolton

 

Company

  • ·        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