Insurance Planning Specialist
4 days ago
About the Role
This exciting opportunity has arisen for an experienced Paraplanner to join a market leading National Firm of Independent Financial Planners based in Chorley.
Job Summary
The successful candidate will be responsible for supporting the wider team in all aspects of technical research and report writing.
Key Responsibilities
- Interpreting client files to determine client needs and adviser instructions
- Conducting research and analysis to determine suitable providers, products, and investment funds
- Liaising with the Technical Team Leader and Compliance Team as required
- Preparing high-quality Financial Planning Reports within agreed timescales
Requirements
- CII exams obtained
- Experience in writing reports
- Ability to work accurately and efficiently under pressure
Benefits
- Estimated salary range: £25,000 - £35,000 per year
- Benefits include pension scheme, group life cover, and rolling sick pay scheme
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