Senior Paraplanner

East Midlands

Ref. No 4071

Senior Paraplanner Leicester Neg basic + bens.

My client is a specialists in Wealth Management and Comprehensive Lifestyle Financial Planning. They have over 20 years commercial expertise. The company has a strong emphasis on quality of service, long-term working relationships with ongoing integrity working on a fee basis using a leading platform.
They are specialists that have particular expertise in advising clients on the financial aspects of Lifestyle and Retirement Planning. Your duties as a Paraplanner will include research, report writing, fact finds, recommendations and full technical support to the Advisers. You may assist in the preparation of seminars and possibly attend these events.

You should have previous Paraplanning experience and a good all round knowledge of financial planning products ideally to include:- tax planning, inheritance tax mitigation, retirement planning, wealth management, lifestyle financial planning, pensions, investment management and trustee investments. Our client will offer a salary dependant on experience and a rewarding career in a professional and friendly environment.


Ref: 4071

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