Cordant People are recruiting for a Paraplanner to join a fast growing and successful practice based in Bolton.
This is a full time position based at my clients office in Bolton, Easily accessible via both car and public transport.
The role will involve all aspects of Paraplanning including:
- Requesting information from providers
- Completing financial reviews
- Writing suitability letters
- Liaising with Business Assurance
The successful applicant will have or be working toward a Level 4 qualification and will be competent in writing suitability letters for pension transfers and draw down.
You will also have experience dealing with defined benefit transfers.
If this sounds like the career move you are looking for please apply today or call Kelly on 01204 478970 for more information.
Cordant People are an equal opportunities employer.
Cordant is acting as an Employment Agency in relation to this vacancy.
This job was originally posted as www.totaljobs.com/job/79164058