WWB Recruitment
08 Mar 2018
17 Mar 2018
Contract Type
Full Time

Exciting new opportunity has arisen for a Paraplanner to join my client based in Manchester. This is a small but successful firm, providing advice on the full range of financial planning products to a loyal and growing client base.

As the Paraplanner, you will work in conjunction with the Director of the business, taking responsibility for all paraplanning duties in order to free up the Advisors to meet with clients and focus on business development. You will need to be competent with research, analysis, report writing and ideally have experience of running TVAS reports and cash flow planning. There will be an opportunity to attend client meetings with the Advisers.

This role is ideal for an individual seeking to move into a role with a higher level of autonomy and comfortable working as part of a small team. Friendly and hard working team and central Manchester office location. Applicants should ideally be qualified to Diploma level.

Salary from £30,0000, negotiable depending on experience.

Please apply to Leanne Boddy at WWB Recruitment.

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