Senior Paraplanner

Role: Senior Paraplanner

Location: Stamford, Lincs

Salary: £neg

Hours: Monday to Friday, 37.5 hours

Our prestigious client is seeking to appoint an experienced paraplanner to its existing team;

Before reading on and applying, you MUST hold a Level 4 paraplanning qualification; if this is you, read on....

Core duties for the Paraplanner:

  • provide technical paraplanning training
  • support financial advisers
  • support the directors
  • collate information from pensions and portfolios
  • undertake research and analysis
  • construct reports
  • create cashflow
  • provide technical support
  • prepare client reviews

Retirement planning

  • occupational pensions
  • personal pensions
  • pension switches
  • drawdowns
  • annuities
  • TVAS/APTA requests
  • investments
  • mortgage knowledge
  • protection
  • estate planning

Personal profile for the Paraplanner

  • friendly and personable
  • analytical
  • ability to challenge financial advisers
  • level 4 qualification
  • 4-5 years experience within financial services

Unfortunately we are unable to contact all candidates due to the large volume of applications we receive. If you have not heard from a consultant within the next three days please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.

This vacancy is being advertised on behalf of LA Recruitment Solutions. The services advertised by LA Recruitment Solutions are those of a Recruitment Consultancy.

Category: Finance

Apply now