Job Information

Trainee Paraplanner Vacancy : Manchester - £25,000

I am recruiting for a Trainee Paraplanner to work alongside a smaller yet experienced support team and provide direct support to the Independent Financial Advisers. As a Trainee Paraplanner your role will sit between both Paraplanning and Administration teams with a view to taking on more and more technical work as your experience and qualifications increases.

Responsibilities

• Submitting new business
• Chasing new business through to completion
• Liaising with clients and product providers
• Accessing provider platforms for valuations, new business and converting quotes
• Diary management
• Maintaining accurate records

And as your experience increases (If you can`t do the following already);

• Fund and product research
• Suitability report writing

This is an excellent opportunity for an IFA Administrator or Client Services Administrator to take the next step in their career!

For further information please contact me on 0161 638 8627, email richard.kunman@cameron-james.co.uk, or APPLY NOW!