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Paraplanner Flexible working - Stockport, Greater Manchester, United Kingdom - Eventus Legal
Description
You will benefit from 25 days holiday plus bank holidays, annual year end bonus, free parking and a great pension plan.
Understand clients overall financial position from IFA fact finds.Support with conducting annual reviews in line with SLAs.
Working closely with the Financial Advisers.
Providing support with preparation of new business reports and annual suitability review letters.
The successful Paraplanner will ideally have experience of Investments, Pensions, IHT Planning, . Good pensions and investments knowledge.
Strong report writing ability.
25 days holiday plus bank holidays.
~ Year- end generous bonus
~ Free parking
~ Pension
A well-established Financial Planning firm in Stockport, Cheshire, specialising in retirement planning work, investments, IHT planning and corporate advice.
They show a keen interest in their employees' careers and will offer development opportunities if progressing is your goal.Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire for a confidential discussion.
The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK.
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