Paraplanner - Winchester

Only for registered members Winchester, United Kingdom

1 month ago

Default job background
£35,000 - £50,000 (GBP)

Job summary

We are looking for a high calibre paraplanner to join our growing team.

The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.

Responsibilities

  • Analyse client information and existing investments/policies
  • Tax calculations
  • Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
  • Write suitability reports for cases of varying complexity

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