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Trainee Paraplanner

  • Salary: £25000 - £32000 per annum + Benefits
  • Location: Manchester, Greater Manchester
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    23 Jul 2019
  • Job reference: 32496

My client is an independent wealth and investment management in central Manchester. They are currently looking a Trainee Paraplanner to join their rapidly expanding firm.

Training towards the following responsibilities:

  • Providing comprehensive technical and administrative support to their Directors
  • Conducting research and write suitability reports and letters on a number of subjects in accordance with company and compliance guidelines
  • Providing an effective link between the client and Advisers ensuring that both are kept up to date with any requests that they may have submitted
  • Checking all new business application forms for completeness
  • Demonstrating up to date knowledge of processes, systems and products

To be successful you will need:

  • Part CII qualified (or equivalent)
  • Knowledge of pensions, investments and protection
  • Experience from an IFA environment

If successful, you will benefit from

  • Salary of up to £32,000, negotiable for the right candidate
  • Company benefits
  • Career progression
  • Support and funding for further industry exams

This is an excellent opportunity for someone looking to build their career and gain the relevant knowledge and experience needed to maximise their potential. Our client are looking for bright individuals to become rising stars in the company. If you match my client's requirements, send your CV across now and we will be in touch with more information!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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