Paraplanner

Posted 16 March by Square Peg Associates Ltd Easy Apply

An excellent opportunity has arisen for a professional and experienced Paraplanner to work for a successful Financial Planning office, based in Bury. This is a well established and a highly successful business with a great team that you could be part of.

We are looking for an established Paraplanner. The role will involve providing a good level of technical information and advice regarding financial and pension arrangements, updates and statements.

You will provide thorough administrative support, whilst maintaining an excellent level of customer service to clients.

You will provide a point of contact and technical support offering to the client and will be responsible to answer or resolve some complex queries. You will need to be able to undertake the necessary calculations and process the information in a timely way and to deal with the client enquiries.

This is an interesting and challenging role that would suit a confident, numerate and professional individual who is enjoys using their initiative and who has a 'can do’ working style. You will have been working in Financial Services for several years and have good knowledge and hands on experience of new business applications, statements and general administration.

You have excellent communication skills and are highly organised. You are a self starter and able to work with little or no supervision. You can make decisions.

Achievement of, or progress towards the CII / IFS Level 4 Diploma would be an advantage.

Salary: Excellent salary, competitive and above market standard

Benefits: Pension, Life & medical, Study Support

To apply please submit your cv or contact the team at Square Peg Associates.

Required skills

  • Business Applications
  • Financial Services
  • General Administration
  • Pensions
  • Technical Support

Reference: 34701254

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