Email email@example.com Call on 07884 444 183
Job Title: Technical Paraplanner
Earnings: Basic salary £35,000 to £40,000
What does the working week look like?
As a Technical paraplanner, you will write letters using soft facts and not template letters. Reports can be up to 40 plus pages. The company service circa 240 clients and take on 30 to 40 new clients annually. They mainly use the Transact platform. The paraplanner structures the advice with the Advisor and will see the client 3 to 4 times before concluding the transaction.
Is the role office-based or can people work remotely?
Initially office-based, but once established 1 to 2 days per week from home.
What are the key 'essentials' that you require from an applicant?
Likely already working within a wealth management or financial planning firm. Diploma or Level 4 or Chartered with experience dealing in IHT, tax planning, SIPS, SASS, Wealth management
If you think this position matches you, then click 'apply now, or get in touch with Jon D'Costa
Get in touch with Jon D'Costa
Would definitely recommend your services - Professional at all times and always on hand to discuss any concerns or queries.
A pleasure to deal with!