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Paraplanner / Report Writer, Greater Manchester
- UK - Greater Manchester
- £20000 - £25000 per annum + benefits
- Full-Time Permanent
- Financial Services - IFA
- Hays Insurance & Financial Services
- 05-09-08
Job Description
Fantastic opportunity to join a busy but small team of Paraplanners. You will be based out of the large open plan offices, just a 5 minute walk from the train station in Stockport.
You will be responsible for :
- Production of Suitability Letters for IFAs from receipt of Fact Find and request sheet
- Member of the Technical Services Team, working alongside 4 other team members
- Suitability Letters will cover IHT planning, Personal and Occupational Pension schemes, Protection and Investment
- Dealing with queries from IFAs with regards to the construction of the Suitability Letter The team and office has a friendly atmosphere
Requirements:
- FPC (or equivalent) qualified - essential
- Must have desire to progress with financial qualifications
- Experience of report preparation
- This role is also suitable for Financial Advisors looking to move away from a sales role Package:
- 6% employee contribution to an Average Salary pension scheme
- Basic salary £18,000 - £25,000
- Bonus scheme
- 25 days holiday in year 1, rising to 30 days thereafter
You will be responsible for :
- Production of Suitability Letters for IFAs from receipt of Fact Find and request sheet
- Member of the Technical Services Team, working alongside 4 other team members
- Suitability Letters will cover IHT planning, Personal and Occupational Pension schemes, Protection and Investment
- Dealing with queries from IFAs with regards to the construction of the Suitability Letter The team and office has a friendly atmosphere
Requirements:
- FPC (or equivalent) qualified - essential
- Must have desire to progress with financial qualifications
- Experience of report preparation
- This role is also suitable for Financial Advisors looking to move away from a sales role Package:
- 6% employee contribution to an Average Salary pension scheme
- Basic salary £18,000 - £25,000
- Bonus scheme
- 25 days holiday in year 1, rising to 30 days thereafter
- Leanne Boddy
- 182642
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