Job Details
Trainee Paraplanner
Sector:Financial Services
Region : North West England
Location: Central Manchester
Salary: £25,000 to £40,000
Job Ref.: JG0591FS
Job Information
£25,000 rising to a possible £40,000 once qualified : up to 30 Days Annual Leave - Full Study Support : Great opportunity for someone looking for a career as a ParaplannerAbout the Company:
Central Manchester Financial Adviser & Private Bank, providing full holistic advice for high net worth clients across all aspects of Financial Services.
About the Role
This opportunity is a fantastic one for an Administrator or Trainee Paraplanner. The role will involve Administration and Paraplanning duties for a rapidly growing prestigious Manchester based practice.
• Processing Business on Multiple Investment & Banking Platforms
• Full training and support for Paraplanning and Examinations
• Writing a varied array of Suitability Reports across all Products and Providers
• Producing Illustrations and New Business Packs
• Providing After-Sales support to clients and dealing with various on-going queries
• Working with the in-house Investment Team
You will support two Advisers with the above tasks, on a day to day basis, working closely with them to help deliver the advice and best experience possible to the client:
Once qualified the salary can rise as high as £40,000. This is the perfect role for a aspiring Paraplanner looking for a fantastic opportunity with a great business.
Package
• Starting at £25,000
• 30 Days Holiday per Annum
• Private Medical Insurance
• Company Pension Scheme
• 3x Death in Service
The successful candidate must have previous Financial Services or Private Banking experience.
For further information please search `Cameron James Professional Recruitment`, visit our website and contact Joshua Grey.