Our client, a well thought of IFA firm is looking for a Paraplanner to assist the Financial Advisers, based in the Manchester Area you will be expected to work within a highly efficient team and support the IFA's with the business they write, you will be need to be DipFS qualified.
Our Client is looking for someone with 2 years paraplanning experience within either a tied or independent market place.
You will be required to carry out a full range of Paraplanning duties, these will include writing reports for clients, obtaining quotations and other relevant literature to accompany then.
Organising Client review meetings through reviewing portfolios and making sure the Client is kept up to date with current investments, after the review you will write the review letters and update the systems.
Also you will be involved with the checking of applications, anti-money laundering documents and illustrations before the business is placed.
Our Client is looking for someone with a long term commitment to the role and who will help the Company grow in the future.