Paraplanner - Ashford, South East England

Ref: 837Thursday 28 March 2024

£35,000 - £45,000

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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!

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