Social network you want to login/join with:
Salary: £40,000 to £50,000 (Dependent on experience) and benefits
Location: Flexible on location across UK
My client, a chartered firm with 10 offices nationally, is looking to strengthen their Paraplanning function with the addition of a (minimum) level 4 diploma qualified Paraplanner to join their Paraplanning team, all of whom are based from home with a periodic visit to a local office.
Responsibilities:
1. Proven experience in a paraplanning role preferably in an independent/whole of market practice.
2. Qualified to a minimum of level 4 diploma standard.
3. Possess solid knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning, and personal and business protection.
4. Ability to understand and interpret a cash flow forecast and summarise the key points.
This represents an excellent opportunity for a highly experienced, technically skilled Paraplanner to secure an opportunity with a growing, ambitious business, providing you with the chance to work autonomously, without continuous supervision and the ability to manage your own week. If you are a talented, experienced Paraplanner seeking this degree of autonomy and allowing you to manage your own workload then please get in touch.
#J-18808-Ljbffr