Location
Wolverhampton
Salary £30000 - £38000 TypePermanent WorkplaceHybrid Ref84075
Recruiter Managing This Role
An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK.
Whats on offer?
1. 7% employer pension contribution
2. 4xDIS
3. varying bonus schemes
4. PMI
5. full financial support for industry qualifications
The firm in question have been expanding rapidly and as business levels continually increase, they need to maintain a strong support system behind the financial planners.
You will have the opportunity to expand your technical knowledge, take further industry exams and progress into more senior roles during your time with the business.
Key Responsibilities
6. Fund research and analysis
7. Product comparison and analysis
8. Charges analysis
9. Investigation of taxation implications (IHT, CGT, LTA, CEG etc.)
10. Compile suitability reports, detailing the recommended advice to suit the clients needs.