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Job Location | Long Stratton |
Education | Not Mentioned |
Salary | £30,000 - £35,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
My client who are a well-established advice firm 10 miles south of Norwich are looking for an experienced and qualified Paraplanner to join their existing team of professionals.Job PurposeTo work as part of the Paraplanning Team and assist in the completion of its’ responsibilities.Duties and responsibilities include:Production of all advice reports completed by the team. This will primarily include the more complex pensions, IHT and investment reports written by the team. Senior Financial Planners will also peer check reports and provide compliance sign-off on less complex reports. Specific tasks may include:
Keyskills :
Investment Repts Suitability Technical Suppt Training