Paraplanner

Recruitment Connection Ltd
Published
10th July 2023
Location
Hampton Court, United Kingdom
Category
Job Type
Salary
Salary £36000 to £45,000 depending upon experience and qualifications plus benefits
Reference
5169
Region
South East

Description

Paraplanner

Hampton Court / Hybrid

Salary £36000 to £45,000 depending upon experience and qualifications plus benefits

My client is a leading firm of Independent Financial Advisers who are looking for a paraplanner with experience to join an existing team and carry out high quality research on a full range of financial planning products.

Your role will be varied and will include working closely with the consultants and product providers and working on cases in pre and post-retirement planning, pension transfers and investment and taxation.

Part of the role will be to analyse client portfolios and prepare research and quotations for client meetings. You will be working with experienced and qualified paraplanners so will have plenty of support in developing your skills. You will also be encouraged and supported with taking further professional qualifications.

They are looking for someone who has already been working in a busy FS company with good written and verbal communication skills and confidence to articulate ideas and best practice when dealing with your colleagues.

Ref: 5169

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