Paraplanner

Recruiter
Signature Planning Services Ltd
Location
Bolton
Salary
From £25,000 to £30,000 per annum
Posted
20 Apr 2017
Closes
20 May 2017
Contract Type
Permanent
Hours
Full Time
We are looking to recruit an experienced Paraplanner to join our busy and expanding practice, which currently works with partners of a FTSE 100 Wealth Management Company.

The role involves:

    Drafting suitability lettersUndertaking researchAnalysing and interpreting large amounts of informationUsing a case management system to create illustrations and input client informationLiaising with providers to obtain policy informationCarrying out comparisonsEnsuring cases meet relevant advice standards and are prepared within specific timescalesMaintaining up to date knowledge and skills
Role requirements:

    Experience of working as a Paraplanner is essentialDiploma qualified or has made significant progress towards qualificationExcellent written and numerical skills are requiredProficient in the use of Microsoft Word and ExcelAbility 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.