Paraplanning Expert

3 weeks ago

Saffron Walden, Essex, United Kingdom Antony George Recruitment Full time

Antony George Recruitment is seeking a highly skilled Paraplanning Expert to join our team. The successful candidate will receive a comprehensive training program, enabling them to develop their skills and expertise in financial services.

Your primary responsibilities will include supporting the advice process, producing high-quality reports, and analyzing complex data to provide actionable insights. A proficiency in client communication across various formats is essential, as well as familiarity with Curo/Time4Advice and Transact platform.

With a minimum of 3 years of experience in an IFA environment, you will have a deep understanding of financial services products, particularly pensions and pension legislation. A Level 4 Diploma or active progress towards it is also required.

This role offers a competitive salary of £42,000-£58,000 Per Annum, along with benefits such as private medical care, pension contribution, and health insurance.

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