Job Details
Trainee Paraplanner
Sector:Financial Services
Region : North West England
Location: Radcliffe
Salary: £23,000 to £25,000
Job Ref.: JG0587FS
Job Information
Free on-site Parking : up to 30 Days Annual Leave - Full Study Support : Great opportunity for Administrator looking to take the next step in their careerAbout the Company:
Radcliffe based IFA Practice who give whole of market advice across Investments, Pensions and Protection Products.
About the Role
This opportunity is a fantastic one for an Administrator looking to take the next step in their career, as it involves everything that you would expect from an Administration role plus the ability to get involved in writing Suitability Reports with the Paraplanning Team.
• Processing Business on Multiple Platforms
• Learn the skills for required Fund Research and Cashflow Modelling
• Writing a varied array of Suitability Reports across all Products and Providers
• Producing Illustrations and New Business Packs
• Providing updated client portfolio Valuations
• Providing After-Sales support to clients and dealing with various on-going queries
You will support three Advisers with the below tasks, on a day to day basis, working closely with them to help deliver the advice and best experience possible to the client:
Package
• Up to £25,000
• Up to 30 Days Holiday per Annum
• Company Pension Scheme
• 3x Death in Service
• On-Site Free Parking
The successful candidate must have previous Financial Services experience.
For further information please search `Cameron James Professional Recruitment`, visit our website and contact Joshua Grey.