Graduates with a keen interest in Financial Services – Degree in Banking / Accountancy and Finance / Mathematics- we want to hear from you**
Full Time / Permanent – Monday to Friday, 9am – 5pm.
Our client is a prestigious financial services practice in Bury looking to offer a Graduate calibre individual the opportunity to kick start their career in financial services.
The role will start off as a Trainee Paraplanner or IFA Administrator where training and support will be given.
Someone who is keen to progress would be perfect for this organisation.
Our client offers great support and progression opportunities, including Study and Full Training packages to enable you to develop and reach your full potential.
You will be joining an experienced Paraplanning team who will offer guidance and support. The client will also offer further study support for your ongoing development. The client offers a range of advice in areas of investments, tax planning and pensions.
Duties:
* Supporting IFA with administrative duties
* Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs
* Prepare suitability letters in accordance with the agreed recommendations
* Ensure all incoming client communications are handled promptly
* Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
Please apply now for immediate consideration or contact Jennifer at Square Peg Associates to discuss the role further
