Paraplanner (Intelligent Office Experience)
- Recruiter
- Alexander Hancock Ltd
- Location
- Altrincham, Greater Manchester
- Salary
- £21,000-£25,000
- Posted
- 23 Mar 2015
- Closes
- 20 Apr 2015
- Ref
- 5245
- Contract Type
- Permanent
- Hours
- Full Time
PARAPLANNER
New opportunity to join a samll professional and friendly team
- Previous experience in investments, pensions, life assurance and IHT planning
- Ability to prepare for appointments and process paperwork after appointment, which includes (and is not limited to)
Research, KFD, illustrations, quotes, pre-populated application forms etc
- Post appointment, process documentation, update physical & computer records, diary follow-up action and review time-table
- Production of suitability letters for adviser approval
- Client review – prep work including production and issue of statements, reports, valuations
- Must have experience using Intelligent Office