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
- 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 firstname.lastname@example.org
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