KCMB Recruitment Ltd.,
173a Ashley Road, Hale,
Cheshire, WA15 9SD
t: 0161 926 4646
A MEMBER OF THE MANCHESTER CHAMBER OF COMMERCE
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Job Description
Our client, a boutique IFA and Wealth Management firm based in Manchester city centre, requires a Paraplanner / PA to support the three managing partners in a dual paraplanning / sales support role.
The ideal candidate will have a minimum of one year’s experience in a paraplanning position and will be CF1-5 / FPC / CeFA qualified. Previous experience of the FIRST software package would be advantageous
The person will demonstrate:
· A keen eye for detail
· Excellent organisation skills
· A confident telephone manner
· Customer focus
· Technical knowledge of pensions and investment products
· Knowledge of FSA and compliance requirements
The company will provide:
· Full training
· Sponsorship to obtain financial qualifications
· A prestigious and contemporary working environment
· A structured career path
· An entrepreneurial culture of continued improvement
· Flexible working
The package:
· Salary up to £25,000
· Annual bonus
· Pension
· 20 days holiday rising to 25 days with service
· Free on-site parking
Hours of work are 9-5 Monday to Friday
Requirements
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