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Paraplanner

Addlestone
Permanent
Posted: 9 May
Offer description

The Role Our IFA client seeks a Paraplanner for their London office due to growth. This role entails an hybrid working arrangement (2 days a week at home). To ensure the advice you provide is considerate to the client and appropriate. You will be responsible for providing research and advice to the advisers including recommendation and Strategy reports. To successfully deliver high level, complex reports. The Candidate Paraplanning experience within an IFA or broad restricted firm Holds level 4 diploma in financial planning A proven record of conducting research and writing quality recommendation reports, whilst meeting compliance needs. Will have knowledge and experience within pre and post-retirement, Pension transfers & SIPP providers, Investments and taxation Knowledge and experience with research tools & cashflow modelling. The Rewards The salary will be dependent on experience and very completive. A range of employee benefits

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