UA-185291695-1 Paraplanner, Jobs, 320

Paraplanner

Paraplanner - Maidstone, South East England

Ref: 320Monday 8 November 2021

£30,000 - £40,000

The opportunity for an experienced Paraplanner to join a Chartered Financial Planning firm in Maidstone that focuses on providing a high-quality financial planning and investment management service. You will be working with a close-knit team and will be required to complete complex assessments as well as interact with the firm's clients.

 

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