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Keyword(s) or Job ID:
Paraplanner
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Job details
Title:
Paraplanner
Reference:
WEB460294DLH
Salary:
to £29,000 plus flex bens
Location:
Manchester
Description:
This renowned and highly regarded consulting business currently seek an
experienced individual to provide a full paraplanning support service,
initially for 2 busy consultants, reducing to a one on one service after a
period of time.
The work will be primarily private client related and will include
investments, pension, and tax planning, but you will also need a solid
understanding of corporate contracts including GPP, group life, and DC/DB
pensions.
You will have responsibility for the full range of paraplanning tasks
including research, production of bespoke reports, suitability letters and
client liaison.
This is an unusual opportunity to join one of the industry’s leading names and
you must possess a ‘can do’ attitude. You will ideally be qualified to
AFPC/Diploma level, with G60 being preferable, and you will have already
gained hands on experience in a similar consultancy/IFA office environment.
Contact details
Name:
Dan Haynes
Phone:
0161 839 3337
Email:
d.haynes@ipsgroup.co.uk