Job Title:Paraplanner
Whats in it for you?
28 days of holiday (excluding bank holidays)
Spring and Christmas parties
£45-£55k, depending on experience and qualifications
Must haves
Financial Services experience desirable (or working towards)
Fully Level 4 Diploma Qualified
Experience in writing complex and detailed reports for cases
Ability to analyse financial issues and offer sound, reliable and professional advice
Nice to haves
Taxation (J01)
Trusts (J02)
Pensions and Retirement Planning (R04)
Investments (IMC)
Other technical areas (pensions, long term care)
So what will you be doing?
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records.
Helpful Extras
Hours are 9am-5pm
Key Responsibilities:
Deal effectively with queries from clients and other parties through effective communication.
1. Record your client communications (whether that communication is wr...