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Job description

As a result of continued growth, a new opportunity has arisen for an experienced Paraplanner to join a wealth management business in Bolton.

The Role:

  • Research and analyse products that are appropriate to the clients' circumstances
  • Prepare detailed reports and suitability letters and assist the Financial Planners in establishing new client relationships
  • Obtaining illustrations and quotations
  • Dealing with technical queries
  • Keeping up to date on legislative and regulatory issues
  • Ensuring that research and reports are compliant with internal processes and legislative requirements
  • Attend client meeting when necessary

The Candidate:

  • Diploma Level 4 Qualified
  • Keen to progress with Industry exams (Working towards Level 6)
  • To be able to work on own initiative with great attention to detail
  • Strong interpersonal skills, drive and energy
  • Motivated by working in a fast paced environment
  • Organised and able to prioritise

What They Offer:

  • Attractive and competitive basic salary
  • Pension Scheme - Employer contribution 5% of salary provided Employee pays 3% (gross)
  • Death in service cover - 3 times basic salary
  • 25 days holidays + bank holidays
  • Regular social events
  • Support with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business
  • Structured personal development
  • Free on-site parking
  • Discretionary bonus

For more information please contact Graeme Hyland on 07896 933622 or email

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