Manchester
The opportunity for a Diploma Qualified Paraplanner to join an exceptional Wealth Management Practice who provide exceptional training and study support.
Key Responsibilities
- Providing technical, research and administrative support
- Production of compliant and detailed client suitability reports and presentations
- Help manage client relationship and taking/making calls in a polite and professional manner
- Liaising with advisers on a regular basis, to work on cases and provide updates
What’s on offer?
- Up to 10% performance related bonus
- 25 days holiday + 8 days bank holiday
- Company pension contribution
- Onsite parking
- Flexible medical package
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para-planner, Paraplanning