Paraplanner. Manchester City Centre.

Robert Bowser
19 Mar 2017
18 Apr 2017
Contract Type
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!