Trainee Paraplanner

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £23000 - £28000 per annum + Benefits + Bonus

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    11 months ago

  • Expiry date:


  • Consultant:


Trainee Paraplanner - Manchester - Salary negotiable depending on experience

MB Fitzgerald are currently working with a growing firm of Financial Planners based in central Manchester who are looking to recruit an additional member of staff. The role is a hybrid position, working to assist the Directors with both Administration and Paraplanning support.

The business is well established in the area and have a friendly team, currently all working hard from home. They are still working to full capacity and clients are keeping them as busy as ever.

Candidates must have previous experience in Financial Services within an IFA or similar and at least a basic understanding of Paraplanning work. Your main responsibilities will involve Report Writing, some basic fund research and administrative duties such as LOA's, chasing providers, processing new business, client queries etc.

Candidates will be provided with full support towards studies for the Diploma Financial Planning which you will be expected to want to progress with. A competitive basic salary and benefits package is also available.