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