Full Time Permanent

Manchester Jobs Board

The opportunity for an experienced paraplanning professional to join a leading outsourced paraplanning firm in Bolton.

What will the role entail?

As part of a growing Paraplanning team, you will work together to provide back office support to a number of advisers. You will research and complete a variety of case types including complex cases, carry out tax calculations, product comparisons and recommendation reports for client meetings. You will need to ensure that cases are written compliantly and in a timely manner in accordance with internal processing systems.

What's on offer?

* flexible working/hours – 3/2 day split

* 25 days holiday + bank holidays

* full study support for financial planning qualifications

* free parking

What will successful applicants need?

* 2 years paraplanning experience

* level 4 diploma

* strong analytical and numerical skills

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner


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