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Paraplanner

Location: MANCHESTER, LANCASHIRE Salary: 27000.00 - 32000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: 3 months ago Reference: 3043719
A Successful IFA firm in Central Manchester is looking to recruit a Paraplanner who is keen to focus on their career by providing comprehensive whole of market Paraplanning and researching more complex investment portfolios.

Paying up £27,000 to £32,000 depending on experience, the responsibilities will include

Liaising with the advisers on a regular basis, to work on cases and provides updates where appropriate
- Produce suitability reports and present accordingly
- Occasionally take on ad-hoc projects
- Help with client relationships by making and taking calls.
- Possibly attendance of clients meetings
- Conduct research to find the best possible solution for the client.

You will be Diploma qualified and have recent experience within an IFA firm. Previous pensions and investments knowledge would be advantageous.

For more information on this great opportunity, please call me on 0161 833 2033 or email richard.kunman@reedglobal.com

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