I am working alongside a reputable, national, Wealth Management firm with a fantastic local reputation, that pride themselves on their reputation and personal approach to Financial Planning.
They are looking for a qualified Paraplanner to join their remote team, supporting the Advisers in the business by preparing recommendations and producing suitability reports.
The firm in question are offering a strong base salary, alongside a good benefits package and fully remote working.
Responsibilities:
- Technical support to the 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
- 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 you.