Paraplanner

Recruiter
Brighter Choices Ltd
Location
Chester
Salary
25000.0000
Posted
05 May 2017
Closes
04 Jun 2017
Contract Type
Permanent
Hours
Full Time

A Paraplanner is required for this successful, growing financial services business based in Chester City Centre.

Your main responsibilities will be:

  • Responsible for the initial handover of new client business cases from Associates
  • Management of initial and ongoing information gathering to construct formal advice documentation
  • Update of internal systems with relevant financial and personal information
  • Production of advice reports and responsible for the quality of documentation as per Business Assurance standards
  • Support Associates with the facilitation of handing over cases to the Back Office Operations Team

To be suitable for this role you will have previous experience in a similar role plus a thorough understanding of financial products and the advice process.

This role offers a salary of £25,000 - £30,000 plus an excellent benefits package. You will work 37.5 hours a week and 2 /3 days can be home based.

Email your CV today for this great opportunity - if you do not hear from us within 3 working days, please assume your application has been unsuccessful.