|Salary:||£32000 - £40000 per annum|
|Contact Name:||Joel Dixon|
|Job Published:||May 02, 2017 10:27|
£32,000p/a - £40,000p/a
Looking for a Paraplanner role with realistic scope for progression? Interested in working for a firm who value your input and invest in you personally and professionally?
This particular Paraplanning opportunity will have you working closely with Ultra High Net Worth Clients with portfolios that range from £1m Plus. You will need to have the necessary drive to work on a vast array of complex cases that will both expand your knowledge and give your career that boost that you have been waiting for.
You will work alongside a team of high performing Financial Planners offering solely Paraplanning support NO ADMINISTRATION NEEDED!!
SIPPs, Retirement Planning and Offshore Bonds are just some of their areas of expertise. You will regularly be the contact for all technical queries and provide quality and compliant reports on behalf of HNW clientele.
To be considered for this position you will:
· Have a strong knowledge of Inheritance Tax planning.
· Have detailed knowledge of Pensions (with emphasis on SIPPs).
· Be Diploma-qualified and, ideally, Chartered.
· Have experience in producing complex report cases to HNW/UHNW clients.
If you'd like to find out more about the role, as well as the client, send an email over to firstname.lastname@example.org, or give me a call directly on 0113 426 0780.
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