Search Search Survey Surveys Events Events Blog Blog Free Magazines Magazines Links Links FAQ's FAQs
Home  |  Search  |  About  |  Contact  |  FAQs  |  Advertising
Monday, 21 May 2018 12:39 GMT

Job Details

Job Title:P.A./Para Planner
Description:P.A./Para Planner - Manchester, Lancashire Experienced P.A./Paraplanner 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. Company Profile: 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 Mortgages 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. Craig Duffin A M Recruitment Ltd 0161 834 4477 Ref: CD07/WAPP
Salary Range:1/annum Negotiable
Job URL:

Online Job Enquiry

Complete this form to sumbit your application direct to the person that placed this advert. applicants must have secured permission to reside and work in the UK from the Home Office prior to sumbitting thier application: this is a legal requirement. is unable to enter into correspondance on UK immigration issues: please visit the Home Office Website for more guidance. Please attach an up-to-date CV (resume) to speed up the selection process.

You must enter the verification word.

Your Name:
Your E-Mail:
Your Telephone:
Message to Recruiter:
Reference E-mail: You must provide the name and email of someone that can provide a reference. will send an automated message to the reference provider to validate the email address. The recruitment consultant might use this email to support your application (i.e. validate your experience etc). Providing an invalid or false email address will result in your job application being terminated.

You may optionally upload your CV in text, RTF, Word, HTML or PDF format here.

To prevent automated programs completing this form please enter the characters you see below.


Tell a friend about this job

Your Name:
Your E-Mail:
Your Friends E-mail:

To prevent automated programs completing this form please enter the characters you see below.


AccJobs is a Stratigen brand.

Stratigen brands include: : : : : : : :

© Copyright and database rights Stratigen 2002-2011.  All rights reserved.  Legal Information