Paraplanner - city centre - £30,000 - £35,000

Taylor James Professional Recruitment LTD
16 Apr 2017
16 May 2017
Contract Type
Full Time

Paraplanner / DipFA / DipPFS / IFA Support / Manchester / Permanent / Salary / £30,000 - £35,000 + bonus + study support

A first class opportunity has arisen for an experienced Paraplanner to join our client, a prestigious financial planning firm based in central Manchester.

Working out of luxurious city centre offices, and supported by a team of administrators, duties and responsibilities will include:

  • Supporting a team of Financial Planners
  • Supported by a team of IFA Administrators
  • Writing and tailoring high quality suitability letters
  • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
  • To complete compliant suitability reports

The Person:

  • A minimum of two years paraplanning experience (essential)
  • Level 4 Diploma (or close to completion) desirable
  • Excellent working knowledge surrounding the key areas of Financial Planning
  • Strong, commercial and technical knowledge
  • Personable and professional

In return this opportunity offers a very competitive salary, bonus and benefits package alongside an excellent working environment within a fantastic team.

Please contact Maxwell Haigh on 01616-60-20-90 or submit the latest version of your CV to be considered for this opportunity.