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    beBee
    beBee Battle

    4 days ago

    Job title: Paraplanner

    Description

    Job Summary:

    We are seeking an experienced Paraplanner to join our team. As a key member of the support function, you will be responsible for assisting in the preparation and submission of financial plans.


    The ideal candidate will have a strong understanding of pensions, investments, tax planning and protection products. You will also possess excellent technical knowledge and analytical skills.


    Candidates must hold a Level 4 Diploma qualification or be near completion. A proven track record in providing high-quality support is essential.



    Requirements

    • Relevant experience in Paraplanning or a related field;
    • A strong academic background with a Level 4 Diploma in Financial Services (or equivalent);
    • Excellent technical knowledge of pensions, investments, tax planning and protection products;


    Benefits




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