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Paraplanner

Location: FARNBOROUGH, HAMPSHIRE, UNITED KINGDOM Salary: 30,000-35,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: X3-393952

Paraplanner

Farnborough

£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.

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