Company

Recruitment22See more

addressAddressLancashire, England
type Form of workPermanent, full-time
salary Salary£30,000 - £35,000 per annum
CategoryAdministrative

Job description

Technical Support (Paraplanner) Vacancy. Bolton/Hybrid Working. Up to £35,000
An Independent Financial Advisers in Bolton is seeking additional 'Technical Support'. They don't need the finished article and they're not concerned if you have't got level 4 but the they do need someone with some Paraplanning experience, that's keen to be in a supportive environment and to work under a manager who's keen to help you develop, progress and will support you in passing your exams. Attitude is equally important, you'll be working within a smaller support team who all work together, support one another and even help out the Administration team when needed.
In the role you will be conducting thorough financial analysis for clients. Collaborating with the IFAs and Technical Support team to develop financial plans. Researching investment products, and market trends to remain current with industry changes, and prepare client focused reports including suitability reports and recommendations.
Additional info and benefits:

  • Monday to Friday, 35 hours per week, flexible with hours
  • Hybrid working after probation, or sooner depending on the level of support needed initially (3 days in the office, 2 WFH)
  • 25 days holiday plus bank holidays
  • Study support and exams paid for
  • Training, development and opportunities to progress and increase earnings


Refer code: 3285912. Recruitment22 - The previous day - 2024-05-06 02:18

Recruitment22

Lancashire, England
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