Paraplanner

Job Type:
Permanent
Job Sector:
Accounting
Region:
North West
Location:
Bolton
Salary:
£30,000 to £40,000 per annum
Salary Description:
£30000 - £40000 Per Annum
Posted:
02/09/2019
Recruiter:
Additional Resources
Job Ref:
NJO/AR/051419

Paraplanner - Bolton

Salary: £35,000-£40,000 on experience

An excellent opportunity for an experienced Paraplanner to join a highly respected and growing accountancy practice within their Wealth Management team. This company offers great long term career prospects with a structured personal development programme and great company benefits.

The Role

You will be supporting 2 experienced Advisers working with new and existing High Net Worth clients. You will be responsible for a range of tasks and duties may include some client facing interaction. The role is based within a busy team so the ideal candidate will be motivated and able to use their own initiative.

Key Responsibilities

- Writing suitability reports on estate planning, inheritance tax, pensions and investments
- Liaising with Advisers, providing a high quality advisory service and ensuring the needs of the client are met
- Working with Advisers to build and develop strong working relationships with new and existing clients
- Carrying out fund, product and provider research
- Keeping up to date and informed on industry and regulatory changes to make sure that all documentation is compliant
- Composing annual review documents for Advisers use in review meetings


Essential Skills & Requirements

- Previous experience paraplanning within an IFA environment
- Educated to GCSE level or equivalent with grade C or above in English and Maths
- Diploma Level 4 qualified
- Confident using MS software packages including Excel, Word and Outlook
- Diligent, organised with great attention to detail


Benefits

- Great opportunity to build a career within a growing company
- Support with further training and qualifications
- 35 hour working week
- Free on-site parking
- Discretionary bonus
- Pension


Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Contact Details:
Additional Resources
Tel: 0845 450 6635
Contact: Nathifa
Email:

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