We are recruiting for an experienced Paraplanner who is seeking a new challenge where you will be working closely with Private Client Consultants for a large Employee Benefits Consultancy.
Having achieved the Certificate in Financial Planning, as well as making good progress towards Diploma level, you will be asked to prepare letters and technical reports for consultants from a brief and/or client file information.
You will also be researching products and funds to enable suitable providers to be selected for inclusion in a benefit/investment strategy.
You should have previous experience within a Paraplanning role, with a good knowledge of current compliance requirements. Knowledge of writing reports on IHT, Investments, and Pension Transfers will also be important in this role.
You will be highly organised with the ability to plan and prioritise workloads and be proactive and flexible in your approach to work during high volume activity or project-based tasks.
For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me: email@example.com / 01243 860180 / 07884 493361
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