Paraplanner
Are you an accomplished Paraplanner seeking a rewarding role? Look no further! Our clients exceptional Financial Services firm is dedicated to delivering top-tier financial planning and investment management services.
Why Choose them?
- Quality Focus: We prioritise excellence in everything we do.
- Innovative Approach: Our forward-thinking strategies set us apart.
- Client-Centric: We’re committed to providing the best for our clients.
Your Role: As a Paraplanner, you’ll play a crucial part in our success:
- Technical Support: Assist our Adviser Team with your expertise.
- Research: Identify the most suitable products and tax wrappers.
- Reports: Craft suitability letters for investments, pensions, and more.
- Client Interaction: Address technical queries related to trusts and pensions.
What We Seek:
- Qualifications: Level 4 Diploma or working towards it.
- Experience: Thrived in a fast-paced IFA Practice.
- Skills: Analytical prowess and effective communication.
Ready to Make an Impact? Apply now and be part of this dynamic Paraplanning team!
Reference: 52391350
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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