UA-185291695-1 Paraplanner, Jobs, 298

Paraplanner

Paraplanner - North West London, London

Ref: 298Tuesday 2 November 2021

£36,000 - £42,000

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm that focuses on providing a high-quality financial planning and investment management service. You will be based in North West London working in a mid-sized IFA firm with over 100 staff. 

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