£30000 - £45000 per annum, Benefits: PENSION, HOLIDAYS, BONUS
about 1 year ago
Calling Manchester based Paraplanners.
Are you looking for a forward thinking company where you can progress your career?
Would you like more support with progressing through your examinations?
Fancy earning a nice bonus on top of a competitive salary?
This could be for you.....
BWD are delighted to be working in partnership to support a Manchester based Financial Services company who are looking for a Paraplanner to support their team of Financial Advisors with report writing, client servicing and compliance requirements.
Are you disillusioned in your current role, and with your current company?
Feel underpaid and undervalued?
This may be a role well worth considering.
On a daily basis you will be involved in writing client reports and detailed suitability letters, including client reviews, within agreed timescales/quality standards.
Conduct necessary product research.
To facilitate the smooth processing of new and existing business.
Manage clients’ expectations and communicate progress to both them and Investment Managers by acting as point of contact for new and existing clients/ introducers.
In order to apply you must have:
Detailed knowledge of pensions with a strong emphasis on SIPP.
Estate planning knowledge desirable, with a working knowledge of IHT essential.
CII Diploma in Financial Planning or equivalent desirable..
Must have previous experience within an IFA or Wealth Management company.
Proven ability to develop and maintain long term, trusted working relationships with Financial Advisors and other colleagues at all levels.
Excellent working knowledge of Microsoft Office, Word, Excel and Outlook
Apart from working for a highly successful firm of Financial Advisors, you will receive the opportunity to study for Financial Services examinations, and to grow with the firm.
Please contact Helen Spriggs at BWD on 0113 4260775 in order to find out more.