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Paraplanner

Location: WORTHING, WEST SUSSEX, UNITED KINGDOM Salary: 30,000-41,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 2 months ago Reference: X3-322212

My client is a successful Wealth Management firm who is seeking an experienced Diploma Qualified Paraplanner to join their Worthing team

 

Level 4 Diploma Qualified in Financial Planning

Ideally Studying towards Chartered status

Researching and preparing suitability reports for the advisers.

Ideally experience of O&M, Intelligent Office, Dynamic Planner, cash flow modelling software

Strong fund and investment knowledge, experience of IHT products

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