£30,000 to £35,000
We are working a Financial Services organisation who require a Paraplanner to join the team in Farnborough.
Key duties / qualifications:
Level 4 diploma in Financial Planning or working towards
Previous Paraplanning experience which involved research and writing reports across investments, pensions and personal/business protection
Working knowledge and experience of working with DB transfers
Writing up suitability reports
Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines to make sure ALL aspects of the client financial needs are clearly documented
We are looking to hear from candidates who have previous experience in a Paraplanner role. This is a great opportunity for someone who is looking to progress in a financial services organisation.