Pension Paraplanner

2 weeks ago


London, United Kingdom Recruitment Solutions (Folkestone) Limited Full time

Ref: RP6026 Salary: £40,000 to 55,000 Contract Type: Permanent Location: London
Skill Set Paraplanner, Report Writer, Senior Paraplanner, Technical Consultant. An exceptional opportunity is available for an experienced  CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER  to join a professional team of HNW and UHNW Independent Financial Advisors, based in Bishops Stortford
exam support and a comprehensive benefits package. Completing financial fact finds and calculations.
Preparing and writing reports - producing relevant client paperwork
The successful Paraplanner will have demonstrable experience in a similar financial role (good technical knowledge is more important than qualifications) and should have knowledge of products for pensions, investments, and protection.
Diploma Level 4 in Financial Planning


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