Ourclient,amultipleaward-winningfirmoffinancialplannersinsouthManchesterarelookingtoappointaParaplannertojointheirhighlyexperiencedteamonapermanentbasis.
homeworking*- Candidatescanbeeitherofficebasedorworkonaremotebasis,withveryinfrequentofficevisitsrequired(e.g.oncepermonth)
Workingcloselywiththeadvisers,dutiesandresponsibilitieswillinclude:
WritingandtailoringhighqualitysuitabilitylettersbasedonconsultationwiththeAdviser
Extensiveproductresearchsurroundingthekeyfinancialproductsinordertoarriveatthemostsuitablerecommendations
Tocompletecompliantsuitabilityreports
ThePerson:
Level4Diploma(orclosetocompletion)(essential)
ExperiencedindealingwithHighNetWorthclients(desirable)
Reliableanddiligent
ExcellentworkingknowledgesurroundingthekeyareasofFinancialPlanning
Strongcommercialandtechnicalknowledge
Personableandprofessional
Inreturnthisopportunityoffersabasicsalaryofbetween£35,000&£46,000,homeworking,fullstudysupport,bonusesandfantasticbenefitspackage.
TPBN1_UKTJ