Paraplanner (Pensions Management)
2 weeks ago
We are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis.
As a Paraplanner, you will work as part of a collective to assist our directors and senior consultants in providing technical wealth management support for the delivery of key products and services to clients.
The successful applicants will be expected to support our Financial Planners with information gathering and planning, through to delivery on a case-by-case basis. requirements and wealth management planning
• consultant direction) with attention given to the clients’ risk management
clients, including cash management, tax products and any special projects
Diploma in Regulated Financial Planning or a
sound technical knowledge of the spectrum of financial products and the
relevance to client requirements including pensions, protection, wider
up-to-date knowledge of the regulations, legislation, policies, and procedures
In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your benefits package includes the following:
• Share Incentive Plan
• Group Pension
• Life Assurance
• Health Cash Plan
It is flexible so that means you can pick benefits to suit you
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