UA-185291695-1 Parttime Paraplanner, Jobs, 303

Part-time Paraplanner

Financial planning - Amersham, South East England

Ref: 303Tuesday 30 November 2021

£30,000 - £40,000

I am working alongside a leading Wealth Management firm that pride themselves on their high quality and wholly personalised financial advice.

They are seeking a Paraplanner to join up with their team, to support the Advisers in the business by preparing recommendations and producing suitability reports, working 3 days a week. 

The firm in question are 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

If this sounds like the role for you, please apply and we would be happy to discuss the details through with y