Paraplanner - Hybrid - Romsey, United Kingdom - Appointed ltd

Appointed ltd
Appointed ltd
Verified Company
Romsey, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

A Chartered Financial Planners with offices through Hampshire and Dorset are recruiting within their Romsey office to join their experienced and highly qualified team who specialise in providing pensions and investment advice, tax planning servicesand financial planning in divorce.


As the Paraplanner you will be required to undertake necessary research and analysis of information to prepare suitable client recommendation reports.

You will work between your home and the office, on a 2/3 day split, full time hours Monday

  • Friday witha degree of flexibility on the hours.


In return you will receive a salary of upto£45k, including the following benefits...25 days Annual Leave plus 8 days Bank Holidays, Ongoing training and opportunities for career progression and Life Assurance.


Responsibilities

  • Drafting appropriate written correspondence to clients and intermediaries
  • Overseeing investments and pensions valuations
  • Responding to clients' queries in efficient and timely manner
  • Preparing supporting literature and other documentation associated with recommendation reports
  • Liaising with Financial Advisers and product providers
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