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