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

 
An Independent Financial Advisers in Sale are recruiting for a Paraplanner as part of the firm’s continued growth. The role will involve:

• •                  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

 
If you would like to know more please contact Richard on 07852419897 or email [email protected]

Or apply now.