Paraplanner - Peterborough
- Recruiter
- Blue Arrow High Street - Peterborough
- Location
- Peterborough
- Salary
- 27000.00 - 30000.00 GBP Annual
- Posted
- 20 Apr 2017
- Closes
- 28 Apr 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Paraplanner - Peterborough
Mon - Fri
9am - 5:30pm
GBP27,000 - GBP30,000 DOE
Purpose
Looking for a candidate with experience in a financial services firm to work in a small team providing support to the Adviser Team.
Role
- Analysing provider and product information and updating database with this information
- Producing accurate reports for client meetings within specified deadlines
- Preparing suitability letters for a full range of products
- Checking new business files are compliant and processing investment, pension and protection business
- Providing technical support to the whole of business
Skill Required
- Preferably Level 4 Diploma in Financial Planning
- Experience of working in a financial advice firm
- Good technical knowledge of pensions, investments and protection products
- Able to produce accurate, high quality work in a timely manner
- Able to work in a small team and prioritise own workload
- Excellent IT skills
- Experience in managing workloads and delegating work to other people would be useful
Apply - For More Information
Mon - Fri
9am - 5:30pm
GBP27,000 - GBP30,000 DOE
Purpose
Looking for a candidate with experience in a financial services firm to work in a small team providing support to the Adviser Team.
Role
- Analysing provider and product information and updating database with this information
- Producing accurate reports for client meetings within specified deadlines
- Preparing suitability letters for a full range of products
- Checking new business files are compliant and processing investment, pension and protection business
- Providing technical support to the whole of business
Skill Required
- Preferably Level 4 Diploma in Financial Planning
- Experience of working in a financial advice firm
- Good technical knowledge of pensions, investments and protection products
- Able to produce accurate, high quality work in a timely manner
- Able to work in a small team and prioritise own workload
- Excellent IT skills
- Experience in managing workloads and delegating work to other people would be useful
Apply - For More Information