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Paraplanner

4 months ago

Essex, United Kingdom Search Consultancy Full time

Paraplanner based in Essex.

Competitive salary + market leading benefits package, bonus, flexible working
Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.
- Level 4 qualified or working towards.
- Detailed and working knowledge of regulatory requirements.
- Experience and knowledge of investments, pension plans and other financial products.
- Strong IT skills; basic MS Office package.
- Excellent organisational and communication skills.
- Strong numeracy skills.

The main responsibilities within the role include providing accurate and compliant reports across IHT, Investments, and Pension products and you will work closely with the IFA and also be key to maintaining and developing long standing relationships withPrivate Wealth clients.