About the Firm
TNS Financial Solutions Ltd are a successful Strategic Partner firm of the Openwork Partnership network, they are looking to strengthen their adviser support team by recruiting an experienced Paraplanner to join their team based in their offices in Boston, Lincolnshire.
They pride themselves on creating an environment where everyone can grow and develop their skills with the right structure in place to help you learn and thrive.
About the role:
As an experienced Paraplanner, you’ll be expected to bring your extensive industry experience to the table, assisting senior advisors with the preparation of complex financial plans, conducting detailed research and providing high quality suitability reports and recommendations. Your contribution will be pivotal in ensuring that our clients continue to receive the top-tier advice and service they expect from a leading firm.
We see this role as an excellent long-term opportunity for someone who wants to grow and develop their career as a paraplanner. They are keen to support someone who enjoys the technical and research aspects of paraplanning and wants to be an expert in the field.
There is scope for progression into an advising role should that be something you like to explore
Key Responsibilities:
1. Prepare comprehensive suitability reports
2. IHT Calculations
3. CGT...