Paraplanner - Scope to Adviser

10 Jan 2018
09 Feb 2018
Contract Type
Full Time
I am working with a leading Wealth management business in Bury. They are looking for an additional Paraplanner to join their team. Home working for some of the week is an option in some cases and this role can develop into an Advisory position over time In the role you will work closely with Financial Advisers and dedicated administration team by conducting research and creating suitability reports. Salary for this role is up to £35,000. The business have a big presence in the pensions market, particularly corporate schemes. The team is very friendly and there is a great working environment which encourages personal development. The role would see you; • Receiving instructions during debriefings from advisers following client meetings. • Interpreting data obtained by advisers during client meetings. • Analysing data and using research tools to provide solutions to meet client needs and objectives. • Providing records to support research undertaken. • Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document. • Completing TVAS reports for Final Salary/DB pension transfer • Carrying out all tasks in a manner consistent with compliance procedures. • Preparation of existing client files ready for reviews. To be considered for this role, please contact Peter Stebbings at ST Resourcing on 07817 661587 or apply.