Job Details
Paraplanner
Sector:Financial Services
Region : North West England
Location: Sale, Greater Manchester
Salary: £30,000 to £35,000
Job Ref.: RK0876FS
Job Information
Paraplanner Vacancy –£30,000 to £35,000 + Discretionary Bonus – Sale
Benefits include:
- • Up to £35,000 salary
- • 25 days holiday plus public holidays
- • Private Medical Insurance (PMI) after 6 months
- • NEST Pension
- • Discretionary bonus
- • Opportunity to progress / study support
- • Writing suitability reports using templates
- • Running and checking TVC using Selectapension
- • Checking the quality of submitted paperwork from IFAs
- • Communicating with IFAs, schemes and clients to obtain missing information
- • Having case ownership from start to finish
- • Running cash flow models
The successful Paraplanner will have recent:
- • Defined benefit pension experience and
- • Experience in writing suitability reports
- • TVC experience
- • Excellent attention to detail and technically minded
- • Experience in cashflow modelling
Or apply now.