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Technical Manager / Senior Paraplanner


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.

Responsibilities:
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
Skills:

In order to be considered for this unique opportunity, candidates need to have -
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

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Other Information
Website click.appcast.io
Ad Id27400037
CategoryBanking/Insurance
PostedSeptember 19, 2021
Expiry October 19, 2021
Status EXPIRED
Details New
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