Our client, an extremely well established, forward thinking and reputable IFA practice is seeking an experienced and Diploma Qualified Paraplanner to join their team.
- Report Writing (life, pensions and investments)
- Comprehensive research in the market place
- Working closely with clients in preparing relevant work and files
- Meeting with product providers as requires
- Liaising directly with clients
Candidates should ideally be Diploma Level Qualified and possess an excellent knowledge of Pensions, Trusts and Taxation.
Ideally you should have a good working knowledge of 1st Software as well as be a competent user of Microsoft packages.
If you would like to apply for this vacancy, please contact Karen Halliday