£30,000 - £38,000
My client, an established and prestigious practice of Independent Financial Advisers, are seeking to appoint an experienced Paraplanner to provide full technical support to the Company Director.
This position will be particularly well-suited to applicants aspiring to become a Chartered Financial Planner within the business. The ideal applicant would have already obtained Level 4 Diploma in Regulated Financial Planning, and will be committed to pursuit of Chartered status. Competitive remuneration package, annual salary review, fantastic career progression prospects as well as full financial support for your industry qualification studies are on offer.
The firm focuses largely on individual clients, based mainly in the North West region, and the business is predominantly investment orientated.
Initially, the successful applicant will be responsible for preparing client files for review by the Company Director. The preparation of files will involve producing manual valuation statements in a standard format.
Many of these reviews will generate a variety of transactions:
* The re-registration of presently "non-platform" investment portfolios
* The transfer of existing Stocks and Shares ISAs
* Switches of existing investment fund holdings
* Some new cash investment
If you are interested to find out more, please do not hesitate to contact Antonia Mihaylova at Search Financial Services in Manchester directly on 835 8318, or . All enquiries will be treated in the strictest confidence.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.