Trainee Paraplanner, £27,000-£32,000, Manchester with Hybrid Working
If you are a supporting Financial Advisers as an Administrator currently, and youre seeking the next step in your career, then this is the perfect opportunity for you!
A Financial Advisers in Manchester is keen to take you to the next level in your career.
As a Trainee Paraplanner you will work alongside a highly productive team and initially, you will be providing administrative support to the Paraplanners and advisers, and then as soon as your up to speed youll begin your Paraplanner specific training. 3-6 months max. and sooner if you're already doing some Paraplanning work in your current role.
Your duties will include:
* Prompt, accurate and compliant submission of new business
* Managing pipeline business and rectifying any concerns which may arise
* Produce valuations and meeting packs for client review meetings
* Attend client meetings, make notes and take on follow-up tasks
* Screening and processing advisers post, e-mails and calls
* Suitability report writing, financial analysis and fund / product research
Your benefits will include:
1. Hybrid working (3 days in the office, 2 days working from home after probationary period)
2. Exam entry and course books
3. 22 days holiday rising to 27 days plus bank holidays