Paraplanner - Gloucestershire

Basic £35.000 to £40,000 - Financial Services
Ref: 223 Date Posted: Monday 22 Nov 2021
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Job Title: Technical Paraplanner
Location: Gloucester
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

What Next?
If you think this position matches you, then click 'apply now, or get in touch with Jon D'Costa