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Paraplanner

Posted 4 January by Accountancy Divisions Limited Ended

Ref: US/48121

£40 -45k

Paraplanner

Salisbury

Excellent career path for a high calibre Paraplanner has been created in a thriving and rapidly expanding company based in Salisbury.

They offer a basic salary between£40,000 and £45,000 depending on experience and qualifications.

The company is a very well established IFA business in the City of London. They have decades of experience of providing first class and independent financial planning advice to affluent and HNW private clients. They have recently expanded hence the reason they are looking to take someone else on for the Advisers. Ideally you will need to be level 4 diploma qualified or studying towards your diploma.

Key responsibilities will be:

  • Writing suitability reports,

  • Researching protection, pension and investments products,

  • Understanding pension transfers,

  • Presenting recommendations in a clear and logical format,

  • Working accurately and in accordance with procedures

  • Understanding of compliance issues

Please send your CV to Ursula Sloan at Financial Divisions

Reference: 34139713

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