LEVEL 6 - Trainee Paraplanner / Adviser Vacancy

Vacancy details

Vacancy reference number - MAN150218/524

Employers - Principle Investment

Job title - Trainee Paraplanner/Adviser

Closing date - 30/03/2015

Salary - £17,001-£19,500

Job description

The role initially will be to assist and learn the administration, back office and company processes that support the existing team. Training will be given to work alongside an experienced paraplanner to gain job training and support, with a view to taking on Paraplanning duties in the future.

 

The role will also include working closely with the Financial Advisers, so an interest in client relationships is essential.

This is an excellent role for a graduate looking to develop their career within a company with a view to achieving Diploma status and beyond.

 

You can expect support towards attaining further CII qualifications and guidance where needed from existing advisers who have completed a similar career path. Salary to increase in correspondence with achievement of futher qualifications and professional development.

Person requirements

Hard-working, excellent analytical skills required, ability to work to deadlines and willingness to improve and learn through experience and further studies.

We are looking for somebody keen to develop their skills and qualifications in order to progress thier career.

Company information

Small independent financial planning practice providing high levels of holistic advice to High Net Worth clients. Company is forward thinking utilising the latest back-office systems and technology to improve processes and efficiency.

 

There are plans to expand the business offering for the right person a perfect opportunity to develop their role within the company.

The company has recently re-located to new fully refurbished offices in Marple, Stockport. This provides the perfect working environment for staff and clients wishing to visit.

Accepted degree subjects

Any

Location

Stockport

Working hours

Full-time

Contract

Permanent

Application information

How to apply: Please apply either by email or in writing with a CV and an accompanying letter outlining the specific details of the course that you are currently studying.

 

Location of role: Marple, Stockport, SK6 6AA

Is the role: full time

Start Date or approximate start month: Summer 2015 (negotiable for the right person)

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