UA-185291695-1 Paraplanner, Jobs, 198

Paraplanner

Paraplanner - West Midlands

Ref: 198Tuesday 21 September 2021

£30,000 - £35,000

Fantastic 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:

  • Reporting to the Paraplanning Team Supervisor, you will provide technical support to our Adviser Team
  • You will be able to write multi-pension and investment suitability reports, protection reports, tax planning reports and review reports
  • 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 an IFA Practice
  • High level of analytical capability and good communication skills