Address
SalaryParaplanner
Chipping Norton
£35,000 – £45.000 plus bonus
✅ 35 hours per week
✅ Discretionary Bonus
✅ 29 days holiday + Bank holidays + Christmas week
✅ Individual training budget up to £1500
An exciting opportunity has arisen to work for an independent Wealth Management company who are looking for an accomplished Paraplanner to join their Paraplanning team.
The responsibilities include working with the Financial Planners, and administrators, to deliver a high quality, efficient service to both customers and staff. This is a technical position, and at times dealing with complex figures and rules, as well as routine tasks.
Main Duties
- Analysis of client circumstances, objectives, requirements and risk profile.
- Research into, and analysis of client current financial arrangements.
- Researching products and solutions
- Preparation and writing of recommended letters and reports.
- Assist with client reviews, including attending some client meetings.
Skills & experience
- 5 years plus paraplanning experience
- Minimum Level 4 Diploma qualified.
- Thorough knowledge of investments, pensions, and financial services regulation.
- Report Writing skills.
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Tagged as: Diploma Level 4, financial planning, investments, Paraplanner, Report Writing
