Junior Paraplanner

This Junior Paraplanner job in Bolton is an exciting opportunity to join a growing Wealth Management and Mortgage Advice business and directly support the high billing Chartered Financial Planner.

In your role as a Junior Paraplanner, you will be proactively supporting their Financial Advisors through the following responsibilities:

- Writing suitability reports on Pensions, IHT Planning and Protection cases.
- Sending LOAs
- Obtaining any outstanding information
- Undertake research for appropriate financial planning solutions
- Producing paperwork and suitability reports ready for the Financial Advisor to present to clients
- Following the advice meeting, submit appropriate business and paperwork
- Liaise with clients to aid the client relationship management, including obtaining required information, answering general questions and arranging meetings
- Using FE Analytics and Voyant.

This company will also offer progression into financial advice for the right individual.

**Junior Paraplanner Requirements**
- You must have a minimum of 2+ years’ experience within a Financial Services Administrator or Paraplanning position
- Ideally you will hold your Level 4 Diploma in Financial Advice or working towards it.
- You should have good knowledge of the financial planning process
- Experience using FE Analytics and Voyant
- You should be confident using Microsoft Word, Excel and Outlook

**The Company**

This Chartered Financial Planning firm in Bolton is dedicated to providing high quality advice tailored to their personal and corporate clients. They have an experienced team with a common desire to put the client at the heart of what they do.

**Junior Paraplanner Benefits**
- Salary of £30,000 - £35,000 (full-time equivalent) depending on experience
- Ideally, working hours of 9:30am - 3:30pm, Monday to Friday
- Will consider full time, part time or flexible hours for the right individual
- Office based role in the Bolton office.
- Fantastic opportunity to have career progression within Financial Services

**Location**

Bolton

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