Job Information

Paraplanner Vacancy – Altrincham - £30,000 to £36,000 – Quarterly bonus scheme – 35 hour working week

An Independent Financial Advisers in Altrincham are looking for a Paraplanner to provide technical support to help ensure that to each client is provided with an excellent outcome and service.

You will benefit from:

• ·        Generous salary of between £30,000 and £36,000
• ·        35 hour working week
• ·        Quarterly bonus scheme
• ·        Auto enrolment, 3% employer contributions

 
When successful you will be: 

• ·        Designing and delivering Financial solutions with the IFA’s support
• ·        Conducting portfolio analysis and fund research
• ·        Handling technical client queries
• ·        Maintaining back-office accurate records
• ·        Creating and processing strong summary of advice (suitability) reports
• ·        Liaising with Pension & Investment Providers & Insurers
• ·        Processing client transactions and enquiries
• ·        Proactive assistance and resolution of client enquiries

 

Contact Richard Kunman on 07852419897 or richard.kunman@cameron-james.co.uk for more information or apply now.