Paraplanner – Bolton – Financial Services


Paraplanner –  Financial Services –     J – 677


£25,000 – £30,000

My client is in search of an experienced Paraplanner to join their busy and expanding practice, they currently work with partners of a FTSE 100 Wealth Management Company.

Due to the varied nature of the client business you will get exposure across all products.

The role involves:

  • Drafting suitability letters
  • Undertaking research
  • Analysing and interpreting large amounts of information
  • Using a case management system to create illustrations and input client information
  • Liaising with providers to obtain policy information
  • Carrying out comparisons
  • Ensuring cases meet relevant advice standards and are prepared within specific timescales
  • Maintaining up to date knowledge and skills

Role requirements:

  • Experience of working as a Paraplanner is essential
  • Diploma qualified or has made significant progress towards qualification
  • Excellent written and numerical skills are required
  • Proficient in the use of Microsoft Word and Excel
  • Ability to work independently and use own initiative

Full-time role; 9am – 5pm, Monday – Friday.

Salary is £25,000 – £30,000 per annum dependent on experience and qualifications.

To apply for this position please call the office on 0161 973 0133 or email

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