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Paraplanner

Posted 9 March by Reward Recruitment Easy Apply Ended

Role: Paraplanner

Location: St Albans - Hertfordshire

Salary: c. £40,000 plus benefits

Reward Recruitment are working with an expanding practice who pride themselves on offering an excellent service which they feel is unique among accountants and financial planners. They are looking to recruit an experienced Paraplanner to join their expanding team located in St Albans

Your responsibilities would include:

  • Preparation of suitability letters, reports and recommendations for areas including; investments and pensions.
  • Undertake pension, income drawdown and investment reviews as well as making recommendations across these areas.
  • Product and fund research.
  • Formulate illustrations and proposals whilst undertaking research to support recommendations.
  • Provide technical support to complex client queries.

Essential experience/skills:

  • Knowledge of life, personal pension and investment products.
  • Working towards or Diploma in Financial Planning qualified.

If you are interested in this excellent opportunity then please apply now by sending your CV immediately to Samuel Groom at Reward Recruitment Limited.

Required skills

  • Paraplanning
  • Paraplanner
  • Wealth manager
  • Wealth management

Reference: 34647911

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