UA-185291695-1 Paraplanner PartTime, Jobs, 297

Paraplanner Part-Time

Paraplanner - Leicester, East Midlands

Ref: 297Tuesday 2 November 2021

£30,000 - £40,000 Pro Rata

I am working alongside a reputable Wealth Management firm with a fantastic reputation that is recruiting for a part-time Paraplanner in their Leicester office. They pride themselves on their high-quality and wholly personalised financial advice.

They are seeking a Paraplanner who is after part-time hours to join up with their team, to support the Advisers in the business by preparing recommendations and producing suitability reports.

The firm in question is offering a strong base salary, alongside flexible working arrangements.

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