Paraplanner Paraplanner …

Financial Services
in Shrewsbury, England, United Kingdom
Permanent, Full time
Be the first to apply
GBP38000 - GBP45000 per annum
Financial Services
in Shrewsbury, England, United Kingdom
Permanent, Full time
Be the first to apply
GBP38000 - GBP45000 per annum
* Technical support to our Adviser Team * Research the most suitable product and tax wrapper * Write suitability letter reports for investment, pension, protection and inheritance tax cases * Respond to technical client queries relating to trusts defined benefit pensions and tax

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

Description

  • Technical support to our Adviser Team
  • Research the most suitable product and tax wrapper
  • Write suitability letter reports for investment, pension, protection and inheritance tax cases
  • Respond to technical client queries relating to trusts defined benefit pensions and tax

Profile

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills

Job Offer

Excellent starting salary up to £45,000 plus benefits

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