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Paraplanner

Location: FARNBOROUGH, HAMPSHIRE, UNITED KINGDOM Salary: 28,000-30,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: about 2 months ago Reference: X3-369835

My client is a successful wealth management practice who are seeking a paraplanner to join their team.

 

Key duties/Skills:

Minimum of 1 years’ experience within an IFA organisation

R04 pension exam is desirable or working toward this qualification. 

Previous Paraplanning experience which involved research and writing reports across investments, pensions, and personal/business protection

Working knowledge and experience of working with DB transfers.

Research whole of market advice and draft suitability reports

Review Fact Finds and Meeting Notes

Competent at using Microsoft packages and multiple systems

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