Trainee Paraplanner - north Manchester - £22,000 - £28,000

Recruiter
Taylor James Professional Recruitment LTD
Location
Manchester
Salary
22000.0000
Posted
16 Apr 2017
Closes
16 May 2017
Contract Type
Permanent
Hours
Full Time

Trainee Paraplanner / DipFA / DipPFS / Paraplanning / north Manchester / Permanent / Salary / £22,000 - £28,000

Our north Manchester based client are looking to appoint a trainee Paraplanner to join the team on a permanent basis.

This is a fantastic opportunity for an experienced IFA Administrator that is looking to make the transition into paraplanning.

Working closely with the Senior Paraplanning, duties and responsibilities will include:

  • Shadowing the Senior Paraplanner
  • Regular 1 to 1s in order to effectively track progress
  • Writing basic suitability letters
  • Involvement in research across the key financial products
  • Assistance in studying towards the Level 4 Diploma

The person:

  • 3 Years minimum Financial Services experience within an IFA or Wealth Management firm
  • Studying towards Diploma (desirable)
  • Keen interest in Financial Services and personal/ professional development
  • Good understanding/ practice of various wrap platforms

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