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Paraplanner (Pensions Management)
4 months ago
Hybrid Working:
32-37k base DOE + bonus and full company benefits
25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan - All on top of a full, flexible benefits package
Bonus:
Reporting into the Head of Paraplanning this role will sit within the firm’s research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. assessment to investment risk and capacity for loss
Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified. Ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc)
Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva and Quilter
