UA-185291695-1 Paraplanner, Jobs, 176

Paraplanner

Paraplanner - Coventry, West Midlands

Ref: 176Thursday 2 September 2021

£30,000 - £35,000

Fantastic opportunity for an experienced Paraplanner to join a successful independently owned Wealth Management company based in Coventry.

The company are looking for a team player, who is experienced in all technical aspects and advise areas in financial planning, to join their social office.

Flexible working with an excellent benefits package, and full exam support.

 

Role:

  • Technical support to our Adviser Team
  • 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

 

To be considered:

  • Experience in similar role
  • 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