Paraplanner. Manchester City Centre.
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
Suitability/ reasons why letters
Dealing with new clients
Typing meeting notes/ reports.
Organise quotations/ liaise with Life Offices and Investment Companies/ product providers
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!