Paraplanner

Paraplanner - Milton Keynes, South East England

Ref: 756Monday 27 March 2023

£35,000 - £45,000

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Are you a skilled Paraplanner looking for an exciting new opportunity? Look no further! Join an outstanding Financial Services firm, where we pride ourselves on delivering top-notch financial planning and investment management services.

Salary: £35,000 - £45,000

As a Paraplanner you will play a crucial role in providing technical support to the Adviser Team, researching the most suitable product and tax wrapper, and writing suitability letter reports for investment, pension, protection, and inheritance tax cases. You will also be responsible for responding to technical client queries related to trusts, defined benefit pensions, and tax.

To be considered for this one-of-a-kind opportunity, you must be Level 4 Diploma qualified or working towards it, with previous experience within a fast-paced IFA Practice. Your high level of analytical capability and excellent communication skills will be key to your success in this role.

Join the team and take your career to the next level. Apply now and become part of our dynamic and forward-thinking organisation!

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