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JUNIOR PARAPLANNER

Job LocationManchester Airport
EducationNot Mentioned
Salary£25,000 - £32,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

LOCATION : MANCHESTER AIRPORTSALARY: Up to 32,000 + Exam Support + 10% Annual BonusFREE ON-SITE PARKINGWORKING HOURS: 9am - 4pm Monday to Thursday. 9am - 1pm FridayOur Client and a professional, super successful and growing firm of Financial Planners who are now looking to recruit an additional member of the Paraplanning Support team. This is an incredibly rewarding job opportunity for someone ambitious and dedicatedto progressing in this industry. Working as part of a wider team of Administrators, experienced Paraplanners & Financial Advisers the successful candidate will have gained some experience working in a similar role either within a Product Provider or FinancialPlanning Practice. Product knowledge around Pensions & Investments would be beneficial.Duties will be varied and include;" Administration involved in all aspects of the advice process and the ongoing customer service " To help to ensure Regulatory Compliance, and an efficient and professional service to Clients and prospect Clients" Word processing, typing, letter writing, etc" Dealing with telephone and email enquiries" Creating and maintaining filing systems" Organising Adviser meetings / Diary management" Using a variety of software packages, such as Microsoft Word, Outlook, PowerPoint, Excel, Access, Finplan, Assureweb, O&M Systems etc" Produce correspondence and documents and maintain presentations, records, spreadsheets and databases; " Obtaining quotes for Life, Mortgage/Investment business" Attending meetings and keeping notesOur Client is an expanding practice and they will provide study support for those who are keen to progress with industry related exams in order to enhance product knowledge and skills. A passion for providing first class administration support and someonewho takes pride in their work is required. You will also have obtained some of the industry related exams and be keen to further progress with qualifications.NJR 14136

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