Job Details
Paraplanner
Sector:Financial Services
Region : West Midlands
Location: Manchester
Salary: £30,000 - £37,000
Job Ref.: 69040
Job Information
Working in partnership with a Chartered Financial Planners in Sutton Coldfield, I am currently recruiting for a Paraplanner to join a very busy team within a fast paced, professional environment.As a Paraplanner you will work alongside the Financial Planner and the Support Team, offer technical assistance and ensure an excellent service is provided to their clients.
You MUST hold the Level 4 Diploma in Financial Planning and have around 5 years` experience in a Paraplanning role.
Salary: up to £37,000 dependent on experience and Study Support.
INTELLIGENT OFFICE EXERPERINCE IS DESIRABLE BUT NOT ESSENTIAL.
STRONG PROGRESSION OPPORTUNITIES AND A TEAM WORKING ATMOSPHERE.
Duties will include but will not be limited to;
• Fund/Product Research
• Preparing and Implementing Recommendations
• Preparing/Writing Suitability Report Letters
• Maintain up to date industry knowledge and awareness by attending training days
• Attending Adviser meetings as and when required
• Dealing with Client queries daily
• All other duties as required
The successful Paraplanner must have worked within a Financial Planners doing a similar role.
For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca Hunt.
For further information please contact me on 0161 638 8627, rebecca.hunt@cameron-james.co.uk.