London Jobs |
Manchester Jobs |
Liverpool Jobs |
Nottingham Jobs |
Birmingham Jobs |
Cambridge Jobs |
Glasgow Jobs |
Bristol Jobs |
Wales Jobs |
London Jobs |
Manchester Jobs |
Liverpool Jobs |
Nottingham Jobs |
Birmingham Jobs |
Cambridge Jobs |
Glasgow Jobs |
Bristol Jobs |
Wales Jobs |
Oil & Gas Jobs |
Banking Jobs |
Construction Jobs |
Top Management Jobs |
IT - Software Jobs |
Medical Healthcare Jobs |
Purchase / Logistics Jobs |
Sales |
Ajax Jobs |
Designing Jobs |
ASP .NET Jobs |
Java Jobs |
MySQL Jobs |
Sap hr Jobs |
Software Testing Jobs |
Html Jobs |
Job Location | Stonehaven |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Our client, a highly successful Investment Manager and IFA based in Stonehaven is looking for a talented Senior Paraplanner/ Report Writer to join their continually growing business and help develop their already highly respected Client Support Team.Working with pensions, ISA’s, General Investment Accounts, Investment bonds and trusts, this is a hybrid role that will be writing New Business Suitability Reports and providing Ongoing Financial Advice to Existing Clients. The reports focus will be on the suitability of defined contribution pension switches, transfers with meeting clients long term objectives.The role also entails financial advice report writing covering a range of topics to include: pension and investment accumulation, pension contributions, lifetime allowance planning, designing tax efficient cash flow strategies during retirement and later life planning.To be considered, applicants MUST have at least the Level 4 qualified Diploma in Financial Planning/ Regulated Financial Planning as well as relevant "hands on" experience in paraplanning that has been gained in the financial services market.This is a fantastic opportunity to work with genuine very high-net worth UK clients and potentially progress into an adviser with a modern and efficient approach to private client advice and asset management Required skills
Keyskills :
Financial Services Investment Repts