Wigan, Greater Manchester
£ 27000 - £ 33000 / Year
Banking & Financial Services - Financial services & Pensions management
· Job type
Banking and Financial Services
· External Reference
We are currently recruiting for an experienced Paraplanner to join a growing team based in Wigan. To apply you must of had significant experience within an I.F.A. Profession.
Have good computer skills especially in Microsoft word and excel.
Experience in I.F.A. data software.
Excellent telephone manner.
Completing research, compiling suitability reports, dealing with clients ,dealing with providers and processing business.
The successful candidate will need to be able to work autonomously and as part of a team and will personally assist a Financial Adviser and back up a further 3 advisers with complex report writing.
Organise clients investment portfolio's.
Become part of the in house Investment Committee as the company runs model investment portfolios for clients.
This is a full time permanent position
9:00am - 5:00pm
Salary £27 - £33k
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
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