Our client is a Chartered Wealth Management firm looking to develop their technical team. They are seeking a qualified paraplanner to work directly with the business owners. The role offers excellent remuneration and flexibility.
Duties and Responsibilities:
Writing reports from standardised templates.
Reports will focus on investment and pensions business, particularly DB Pension Transfers.
Ad hoc duties as required.
Skills and Qualifications:
Diploma in Financial Planning - Essential
AF3 or similar - Desirable
Experience of writing DB Pension Transfer reports - Desirable
Knowledge of Selectapension, FE Analytics and Xplan - Desirable
In return our client will offer a competitive package, including a bonus on top of a salary, and flexibility on working hours and location if required. Part time hours would be considered for outstanding candidates. For further information please apply online.
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