Cameron James
Location
Manchester | United Kingdom
Job description
Key Responsibilities
Building relationships and promoting the groups image
Preparing detailed and accurate suitability reports to deadlines
Monitoring suitability and reporting trends
Completing technical research
Preparing documentation for presentation meetings
Creating client annual review pack and managing review process
Knowledge & Experience
Attained or working towards level 4 paraplanning diploma
Minimum 2 years paraplanning experience
Strong understanding of financial products and services
Ability to assess suitability and communicate clearly
Benefits
£35,000 - £40,000
28 days annual leave (plus Bank Holidays)
Pension: Employer contribution of 6% with salary sacrifice for Employee contributions.
Group Life cover: 4 x salary.
Annual discretionary bonus.
Medical cash back plan.
This is a fantastic opportunity to join a rapidly growing company. If you have the skills and experience to be successful in this role, please apply
Job tags
Salary
£35k - £40k per annum