Paraplanner / Technical Planner – Financial Services

We are seeking a Paraplanner (Technical Planner) to provide vital support to our team of Financial Advisers for personal and corporate clients, incorporating protection products, investment products, pension planning and tax planning.

Responsibilities

• Research and prepare suitability letters and annual reports.
• Make recommendations for client meetings.
• Provide technical planning support to financial advisers.

Qualifications and Experience

• Diploma in Financial Planning.
• Minimum of 3 years’ experience in a financial services environment.
• Possessing or working toward DipPFS qualification preferred.

Benefits

• 25 days annual leave + Bank Holidays (option to purchase up to three additional holiday days in April each year).
• Discretionary annual Company bonus scheme.
• Life Insurance...