Job Information

Paraplanner Vacancy – £27,000 to £32,000 – Manchester City Centre – Independent Financial Advice Practice - Support towards Chartered Status - HNW client contact 

 

A Manchester City Centre based IFA Practice with HNW clients are looking for a Paraplanner to support the 3 IFA’s. Your main responsibilities will include:

• ·        Suitability report writing
• ·        Fund and product research
• ·        Taking client meeting notes
• ·        Dealing with all non-advisory client queries (Developing relationships with HNW clients) 

 

You will need to be flexible and open minded, and help the administration team by checking portfolio valuations, monitoring deal placements, and assisting as business needs dictate. Everyone in this business works together to ensure smooth running of the business and to ensure the best possible client experience. 

 

In return:

The business will support any additional relevant qualifications towards Chartered status, you will develop close relationships with the client bank and have direct exposure to fund managers and product specialists which will help you as you progress within the business.

  

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

 

APPLY NOW or contact Richard on 07852419897 or Richard.kunman@cameron-james.co.uk for more information.