This Junior Paraplanner role would be well suited to a Senior Administrator looking to take the next step in their career.
As a Junior Paraplanner you will be joining the Paraplanning team to help support their growing team of Financial Advisors. You will be responsible for:
- Preparing and writing Suitability Reports
- Detailed research on a full range of financial planning products
- Undertaking Fund analysis
- Day to day support for their team of Financial Advisors.
Junior Paraplanner Requirements
- Ideally you should have started your Level 4 Diploma in Financial Advice (or equivalent)
- You must have some exposure to report writing.
- You must have 2-3 years' experience as an IFA Administrator
The Company
This highly rated Financial Planning firm is looking to continue growing and expanding their business. They have established an effective team of Financial Advisors that are well supported by Paraplanners and Administrators, with everyone working collectively together.
Junior Paraplanner Benefits
- Salary of £26,000 - £32,000 depending on experience
- Hybrid working start out with 2 days from home increasing to 3 days once you have settled in.
- 25 days holiday + 8 days bank holiday
- 5% company pension contribution
- Exciting chance to join a firm on the upward trajectory
Locations
South Manchester / Cheshire
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