|Job Title:||P.A./Para Planner|
|Description:||P.A./Para Planner - Manchester, Lancashire
Location: Manchester City Centre
Salary: Negotiable (dependent on experience)
Hours: Negotiable Part Time/Full Time Very Flexible
Progression possibilities through on going training
In order to be eligible for this role you must have financial services experience in the independent sector with a bias towards investment and pensions and have knowledge of compliance. Must be able to write reports, research products as well as be prepared to get involved in other aspects of the business.
My client a small but expanding financial services firm located in Manchester City Centre established in 2000 is currently looking to expand the financial team and take on an Experienced P.A./Paraplanner. The particulars of the role will be entirely down to negotiation although will depend on experience.
My client offers a comprehensive service for investments and protection, the areas include:
§ Pension Planning
§ Life Assurance
§ Income Protection
§ Investments/Regular Savings
The main responsibilities of the role will be:
§ Providing full pre-sales paraplanning support for the managing director
§ Preparing and producing clear and concise recommendation reports and suitability letters
§ Efficient active writing of client research
§ Effective communication with clients, advisers and providers
§ Conduct research and produce high quality recommendation reports.
§ Research, analyse and compile Financial Planning reports
§ Service existing clients by providing valuations and portfolio updates as and when required
§ Quantifying and analysing client's existing investments
So if you are currently working as a paraplanner and you are looking for a new challenge with a well-established company that will offer you career progression and full flexibility within your working hours then this may be the role for you.
If you feel you have the necessary experience for this role then send your CV to Craig Duffin at A M Recruitment Ltd for an immediate interview.
A M Recruitment Ltd
0161 834 4477
|Salary Range:||£1/annum Negotiable|
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