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Submit CV
£22000 - £25000 per annum
BBBHJM5611_1571154949
Permanent
Apply Now

Our Client, a highly respected firm of Independent Financial Advertisers are now delighted to be able to add to their team with the addition of a Trainee Paraplanner to their office in the South Manchester area.

Working as part of a face paced, busy and very friendly team the successful candidate will be responsible for;

  • Liaising with Companies/Providers to chase for client financial information
  • Prepare full suitability reports
  • Production of reports by collating information from various sources
  • Product Research
  • Meeting preparation documentation
  • Downloading Financial Services Wealth Accounts and client valuations
  • Chasing up Letters of Authority and liaising with product providers.
  • Preparation of illustrations
  • Assisting with all aspects of the mortgage process and liaise with advisers, clients, lenders and solicitors

This is a progressive role and the ideal candidate will comes from an IFA Administrator or Trainee Paraplanner position. You should be highly organised, able to work on your own initiative as well as follow instructions.

For further information, please don't hesitate in contacting one our specialist consultants on 0161 413 6943