Paraplanner

Recruiter
Brook Street UK
Location
Crawley
Salary
£37500/annum
Posted
06 Jul 2017
Closes
05 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Great opportunity to join a leading private wealth management company based in the outskirts of Crawley.

The key of this role is to providing a paraplanning service to the financial advisors including:
Researching the most appropriate product
Creating suitability letters
Analysing client's existing products
Creating all new business paperwork
Producing Voyant reports

It is essential that you have experience in dealing with a variety of complex situations such as:
Final salary pension transfers
Trust work
Dealings with lifetime allowance issues
SSAS cases

Hours are Monday to Friday 9am - 5:30pm with a salary of upto £37,500 plus a generous pension scheme.

There will also be occasional travel to the London office