Paraplanner

Location

Bury, Lancashire | United Kingdom

Job description

Job Description

Our client based in Bury is recruiting an experienced Paraplanner to join their friendly team servicing corporate and private clients. Providing all-round holistic planning including investment planning, trust work, inheritance tax planning and retirement options.

This position offers the opportunity to provide technical and paraplanning support to the firm’s advisers. You may be qualified or part-qualified CII. 

In this role you will be responsible for :-

• Technical and Paraplanning support for the advisers.
  
• Maintaining excellent standards of communications with both internal and external customers, both orally and written which will include letters and emails.
  
• Ensuring that client files and records, both paper and electronic, are up to date, and accurate. (intelliflow)
  
• Producing illustrations and preparation of client files for meetings.
  
• Diary Management
  

Requirements

The ideal candidate will

• Experience in a similar role in the Financial Services Industry preferred
  
• Progress in CII examinations (or equivalent) would be an advantage (and support to study is offered)
  
• Have a working knowledge of Microsoft Office, principally Word and Excel. Familiarity with Intellflow
  
• Experience of working in a small team 
  

Benefits

Company Benefits:

25 days annual leave as well as 8 annual public holiday dates and Christmas shut dwn. 

The firm encourages staff members to further their industry knowledge by writing exams for the CII and will cover the costs of the examination material and fee for the first sitting of each exam.

Company pension and Health Insurance

Salary will reflect experience and qualifications

If you would like to find out more details about this role, apply today!

Job tags

Salary