Paraplanner. Manchester City Centre.

Recruiter
Robert Bowser
Location
Manchester
Salary
24000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time

Qualified (or nearly qualified) Paraplanner

Manchester City Centre.

To £32,000 negotiable and depending on experience and qualifications.

City centre (5 minutes from Metrolink). Exciting opportunity with a highly reputable wealth management company. Seeking capable and qualified (or nearly qualified) Paraplanner to join existing middle office team. This will suit somebody recently or nearly qualified and with a minimum of three years paraplanning experience.

Role as follows:

Technical support for high producing partners.

All paperwork relating to clients for client review

Model Portfolios

Fund switches

Suitability/ reasons why letters

Dealing with new clients

Typing meeting notes/ reports.

Organise quotations/ liaise with Life Offices and Investment Companies/ product providers

Process business

Administer all types of business, pensions, life assurance and investments.

Checking compliance on new and existing business

Company has a policy of promoting from within so this opportunity could be ideal for candidates looking for a long-term stay with a proper, established name.

Salary: Totally flexible - will pay whatever it takes to get the right person.

Fantastic office and a nice bunch of people!