- Technical support to the Adviser Team
- Research the most suitable independent and whole of market products
- Write suitability reports and letters for investment, pension, protection and inheritance tax cases
- Respond to technical queries from the advisers and clients alike
- Level 4 Diploma qualified, or close to being qualified is preferrable
- Previous experience within an IFA Practice
- High level of analytical capability and good communication skills
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Paraplanner - Wakefield, United Kingdom - Reward Recruitment
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Description
Paraplanner
Wakefield
c. £35,000 subject to experience
We are currently looking to recruit experienced Paraplanners to join an expanding Financial Services firm through growth, so the potential to progress to becoming an IFA is available. Our clients main focus is on providing a high quality financial planning service to their clients.
Responsibilities:
Skills:
In order to be considered for this unique opportunity, candidates need to have -
Apply:
Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him directly on for a discreet and confidential chat.