Trainee Graduate Paraplanner – Manchester – Financial Planning


Trainee Graduate Paraplanner – Financial Planning             J – 563


£18,000 to £19,000

Required skills/ qualifications:

· Degree level education

· Commitment to studying for professional financial services qualifications (CII)

· Good communication skills, both written and verbal

· Ability to multitask

· Professional manner

· Ability to work effectively as part of a team

Desirable skills/ qualifications:

· Some financial services work experience

· A financial services related degree

· Basic financial services qualifications

Key points of role:

· Initially an administrative role but with the opportunity, in time, to progress to paraplanner and possibly financial adviser, dependent upon qualifications and ability to learn

· Working within a small team in an open office, which provides exposure to fund manager meetings, etc. which would not usually be the case in an administration role

· Starting salary of c.£18K plus an annual bonus (paid at Christmas)

· 22 days holidays per year (increasing by 1 day after each full year’s completed service

up to a maximum of 27 days)

· Auto-enrol Self-invested personal pension scheme

· Death in service benefit of 4 times salary

· Funding and study leave provided for financial services examinations


To apply for this position please contact us for a discussion, call the office on 0161 973 0133 or email your CV to Diana Sproston here.

View more opportunities in Financial Planning.

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