Are you an accomplished Paraplanner seeking a rewarding role? Look no further! Our clients exceptional Financial Services firm is dedicated to delivering top-tier financial planning and investment management services.
Why Choose them?
- Quality Focus: We prioritise excellence in everything we do.
- Innovative Approach: Our forward-thinking strategies set us apart.
- Client-Centric: We’re committed to providing the best for our clients.
Your Role: As a Paraplanner, you’ll play a crucial part in our success:
- Technical Support: Assist our Adviser Team with your expertise.
- Research: Identify the most suitable products and tax wrappers.
- Reports: Craft suitability letters for investments, pensions, and more.
- Client Interaction: Address technical queries related to trusts and pensions.
What We Seek:
- Qualifications: Level 4 Diploma or working towards it.
- Experience: Thrived in a fast-paced IFA Practice.
- Skills: Analytical prowess and effective communication.
Ready to Make an Impact? Apply now and be part of this dynamic Paraplanning team!