Job Information

Paraplanner Vacancy – £30,000 to £33,000 – Manchester City Centre – Independent Financial Advice Practice

 

One of the Director’s of this smaller established Independent Financial Planners is seeking direct Paraplanning support. Therefore, you will benefit from great exposure to the wider financial planning process, have client contact and will naturally learn more about the compliance requirements and considerations of the firm too – All of which will only increase your level of knowledge and experience. In short this is an interesting and involved paraplanning role. 
 

Tasks include but are not limited to;

• Reviewing client requirements
• Researching financial products (Investments and Retirement Planning)
• Assisting with the creation of the financial plans
• Producing suitability reports
• Ad-hoc Compliance and Administration tasks when required

 

There is scope within this company to move into a more technical compliance role and/or become an Independent Financial Planner. 

 

To be considered for this role you will need to have some Paraplanning experience and industry relevant qualifications.

 

For more information search ‘Cameron James Professional Recruitment’, call and ask for Richard.

 

Or apply now.