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Job Location | Manchester |
Education | Not Mentioned |
Salary | £45,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time Work from home |
We are working with a successful financial services organisation in Manchester to recruit for a Paraplanner to join their growing business.Client DetailsThis is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.Based in a great location in Manchester, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive, diploma qualified Paraplanner to develop their career in the finance world.DescriptionAs Paraplanner, you will be responsible for producing suitability reports for clients, carrying out technical research and analysis for the production of detailed client facing reports, making recommendations to advisers. The collection, analysis and presentationof this data is carried out on behalf of its advisers.The Paraplanner is also responsible for:
Keyskills :
Client ServicesFinancial PlanningFinancial ServicesParaplanningIFA AdministratorClient Administrator