Trainee Paraplanner (Graduate)
Graduate job Manchester (Greater Manchester)
Job description
Financial Services / Graduate / Paraplanner /
Our Manchester based client is looking to appoint an individual for an entry level Paraplanning position within their well established and successful IFA practice.
The individual most hold an Honours degree (Economics, Maths or Business is essential) and experience of an IFA environment would be beneficial although not essential.
This opportunity will give a valuable insight into the responsibility of a Paraplanner.
Duties & responsibilities:
- Good knowledge across all areas of advice
- To provide technical, research & administrative support
- Dealing with detailed client suitability reports and presentations
- To maintain full and compliant records on file
- Liaising with advisers to work on cases and provide updates
- Taking on project work & assignments
- Involvement with the preparation of client portfolio valuations & review letters
The salary on offer is negotiable and is dependent upon degree and previous experience.
If you have a keen interest in a career in the Financial Services industry and are educated to degree level, then please submit the latest version of your CV to be considered for this opportunity.