Trainee Paraplanner – Financial Planning J – 563
Manchester
£20,000 – £25,000
Small friendly IFA Practice in Manchester City Centre with are looking to replace a member of their team. You will receive training and study support, although you must have experience working within an IFA practice to be considered.
- Seeking career paraplanner
- Appropriate industry experience
- Report writing and portfolio valuation capabilities
- Ability to undertake all aspects of investment administration
- Some compliance experience preferred and willingness to become involved in a compliance support role
- Some existing CII qualifications and willingness to undertake further professional examinations
- Experience of Cofunds technology platform preferred but not essential
- Experience of Intelligent Office back office system preferred but not essential
- Ability to fit in with small well established local team
- Salary negotiable around £20,000 – £25,000
Hours 8.30am – 5pm
Life X4 Salary
Company Pension
Please apply for further details.
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.
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