Paraplanner

Job description

  Location
Wigan, Greater Manchester
·  Salary
£ 27000 - £ 33000 / Year
·  Category
Banking & Financial Services - Financial services & Pensions management
·  Job type
Permanent
·  Industry
Banking and Financial Services
·  External Reference
JN-082018-22492

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.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser https://www.adecco.co.uk/candidate-privacy