Paraplanner

Recruiter
Huntswood
Location
Reading
Salary
35000.0000
Posted
23 Apr 2017
Closes
23 May 2017
Contract Type
Permanent
Hours
Full Time

Our client, a well known wealth management organisation, is seeking an individual to provide paraplanning support to their most senior consultants in their Reading office.


Your responsibilities would be to:

  • Prepare suitability letters, reports and recommendations for areas including; investments and pensions
  • Undertake pension, income drawdown and investment reviews as well as making recommendations across these areas
  • Product and fund research
  • Prepare cash flow models
  • Formulate illustrations and proposals whilst undertaking research to support recommendations
  • Provide technical support to complex client queries


Essential experience/skills:

  • Knowledge of life, personal pension and investment products
  • Diploma in Financial Planning
  • Paraplanning experience or ex-IFA


If you are interested in the Paraplanner role then please apply now.