UA-185291695-1 Junior Paraplanner, Jobs, 159

Junior Paraplanner

Paraplanner - London

Ref: 159Tuesday 21 September 2021

£28,000 - £32,000

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

Responsibilities:

  • Technical support to our Adviser Team
  • Research the most suitable product and tax wrapper
  • Write suitability letter reports for investment, pension, protection and inheritance tax cases
  • Respond to technical client queries relating to trusts defined benefit pensions and tax

Skills:

In order to be considered for this unique opportunity, candidates need to have -

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills