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Job Location | Leamington Spa |
Education | Not Mentioned |
Salary | £26,000 - £33,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Job Title: ParaplannerSalary: £26,000 - £33,000Location: Stratford-Upon-AvonThis role is with a well-respected firm of Financial planners that have an excellent reputation within the industry and is continuing to grow despite the difficult conditions currently.The business is split between providing bespoke Independent Financial Advice as well as having a broad corporate employee benefits offering. Due to this, they handle a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning.The role would be varied in the types of cases and give the chance for someone to really utilise their knowledge in an independent firm. Being a bigger firm that provide employee benefits, there is a good benefits package on offer and they provide a friendly culture based around working together to achieve the best results.There is a friendly, outgoing team at the firm and you will be an important part of that working within the paraplanners and administrators to provide a high quality service to the clients at the firm.The Required Skills:
Keyskills :
Financial Planning Financial Services Rept Writing Suitability Wealth Management