Technical Paraplanner

Paraplanner - Fareham, South East England

Ref: 424Monday 23 May 2022

£35,000 - £45,000

I am working with a leading Wealth Management firm, with a fantastic reputation down to their high quality and personal approach to financial planning.

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. 

The firm in question are offering a generous basic salary up to £45,000 and flexible home working with 1-2 days in the office. 

Responsibilities:

  • Technical support to the Advisory 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 similar role
  • High level of analytical capability and good communication skills
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