Reference:
VAC-69
Sector:
Paraplanner
Salary:
£30,000 to £50,000 Per Annum
Benefits:
Full benefits and bonuses
Town/City:
Chelmsford
Contract Type:
Permanent
Paraplanner – salary up to £50,000 depending on experience and qualifications, full benefits and bonus.
Chelmsford
An exciting opportunity has arisen for an experienced Paraplanner to join this established financial services practice with an outstanding reputation.
The ideal candidate will assume full responsibility for preparation and maintenance of client files. To keep up to date with technical issues and undertake research both independently and with a consultant to identify suitable solutions. Qualified to at least Diploma Level 4, advanced level exams would be an advantage.
Proven experience in a paraplanning or technical role gained within an advisory practice and the ability to write technical/financial planning reports, able to demonstrate a sound technical knowledge across a full range of investments, pensions, retirement solutions and IHT planning.
Assist with the preparation of client meetings, emails letters and documentation as part of the advice process.
Overall knowledge of key areas of financial planning and advice
The ability to interpret complex planning into clear and concise reports.
If you have the relevant skills and experience as outlined, then please apply by sending through your CV or please get in touch to find out more.
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