Job Description
The Role
This role entails an hybrid working arrangement
You will be part of our clients paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients, and provide overall support to the Financial Consultants.
The Candidate
* Level 4 Dip or working towards
* Experience in a Paraplanning role
* Great communication skills, and the ability to work within a team
* A sound knowledge of investments, pensions, IHT planning and investment propositions. An understanding or willingness to incorporate Long Term Care planning.
* Knowledge of trusts
* Confidence in using systems e.g. Intelligent Office, FE Analytics
The Rewards
* The salary will be dependent on experience and very competitive
* A range of employee benefits