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Accountancy Divisions
,
Reading, Berkshire
Paraplanner - Chartered Boutique IFA
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Paraplanner - Chartered Boutique IFA Reading £35,000 - £45,000 My client, a boutique independent and Chartered Wealth Management firm have been awarded their Pensions Transfer Gold Standard. All their financial planning team are all members of the Resolution network, this means members follow a Code of Practice that promotes a constructive approach to family issues. Providing financial planning advice, they have been going for over two decades. The firm provides financial planning, wealth structuring and investment advice to high net worth individuals. Showing their outstanding performances over the years they have had clearance to hire a new Paraplanner. As a Paraplanner, you will be Providing support to the two Directors in the business directly. Your duties will include; Cash flow modelling, producing suitability reports and having close contact with the clientele developing relationships. You will have strong experience in the market Paraplanning across various products such as Pensions, pension transfers, Investments and Protection. The suitable individual will have 3 years Paraplanning experience alongside studying towards the Diploma in financial planning.