Paraplanner, FS department of leading National Accountancy firm

Posted 24 April by Astral Recruitment

Our client is a top National Accountancy firm with an IFA division and they are currently looking for a client facing paraplanner to join their team in Birmingham

The client is looking for an experienced Level 4 diploma qualified Paraplanner used to doing report writing

In summary

  • Liaise closely with Consultant to gather all required research for production of Client Written Advice following review, for a fully holistic financial planning service
  • Gather and provide product, platform and fund research
  • Prepare complex research, such as Annual & Life Time Allowance, CGT, Defined Benefit Transfers and Bond chargeable gains calculations
  • Realigning risk profile
  • Present research in line with Company Client Written Advice format
  • Responsibility to keep technical knowledge up to date
  • Draft and co-ordinate technical documents and research for client presentation

This is your chance to join a top firm within Financial services

For more information please contact Jason Webber at Astral

Required skills

  • Financial Services
  • IFA
  • paraplanning
  • paraplanner

Application questions

Do you have Level 4 Dip?
Are you an experienced Paraplanner?

Reference: 34505984

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