A trainee paraplanner is required for a Chartered independent
financial planning practice in the centre of Bury. This is an exciting
opportunity to join this growing firm with excellent prospects for the right
individual to progress and develop their career
You will be working closely with the advisers and other
colleagues assisting with the compilation of client reports and obtaining
information required as part of a centralised Paraplanning function.
In particular:
Ø
Carrying
out appropriate research and helping prepare client recommendations.
Ø
Obtaining
investment, asset allocation and fund information as part of portfolio reviews.
Produce illustrations and application packs.
Produce illustrations and application packs.
Ø
Ensuring
standards of compliance and corporate processes are met across the business in
all duties performed.
Ø Keeping up to date with FCA updates and changes to legislation.
Carrying out additional ad-hoc projects to assist with other area of the
department as and when they arise.
Person
Specification
Willing to work towards level 4 Diploma in Financial
Planning and a degree in financial services or a closely related discipline.
Any previous administration experience, ideally within a
Financial Services environment, would be an advantage.
In particular:
Ø
Strong
communication skills, written, verbal and listening.
Ø
Strong
analytical skills with an eye for detail.
Ø
Excellent
organisational skills so able to work under pressure to high standards of
accuracy.
Ø
Self-motivated
and a quick learner.
Ø
Ability
to work effectively autonomously or as part of a team.
Ø
Strong
IT skills ideally with developed knowledge of Microsoft Office software.
Ø
A ‘can
do’ attitude a positive approach and willing to work hard to get it right first
time.
Salary
The starting salary for this position is £18,500, with
increases linked to attaining Diploma in Financial Planning examinations.
Application
Via CV and covering letter to:
5 St Marys Place
Bury BL9 0DZ
T: 0161 705 4000
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