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Paraplanner - Marlow

Location: MARLOW, BUCKINGHAMSHIRE Salary: 35000 - 40000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: over 1 year ago Reference: 3045530
Would you like to work 4 days in the office and one from home?  If so, I have a fabulous role in Marlow working for a prestigious Wealth Planning firm, who are looking to take on a skilled Diploma Qualified Paraplanner or someone just one exam away from Diploma. The team are well established and fantastic and  this is a great client who truly rewards talented individuals.  You must be highly skilled within HNW paraplanning and be able to hit the ground running swiftly. 

The main duties are as follows:-

- Dealing with all the report writing on behalf of clients
- Working with the Insurers to provide the best client solutions and preparing suitability reports
- Updating the bespoke database system with client information 
- Writing very technical reports on behalf of the Advisers

To be considered you must be able to demonstrate the following:

- Full Dip in Financial Planning or one exam away
- Currently writing Technical Wealth Planning Reports

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