Trainee Paraplanner, £27,000-£32,000, Manchester with Hybrid Working
If you are currently supporting Financial Advisers as an Administrator and seeking the next step in your career, then this is the perfect opportunity for you!
A Financial Adviser in Manchester is keen to help you advance in your career.
As a Trainee Paraplanner, you will work alongside a highly productive team. Initially, you will provide administrative support to the Paraplanners and advisers. As soon as you are up to speed, you’ll begin your Paraplanner-specific training, which will take 3-6 months, or 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
* Producing valuations and meeting packs for client review meetings
* Attending client meetings, making notes, and taking on follow-up tasks
* Screening and processing advisers' post, emails, and calls
* Suitability report writing, financial analysis, and fund/product research
Your benefits will include:
* Hybrid working (3 days in the office, 2 days working from home after the probationary period)
* Exam entry and course books
* 22 days holiday rising to 27 days plus bank holidays
* Company-funded CII membership
* 4x Death in service
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