Paraplanner – Essex

  • Employed
  • "Essex"

RecruitukLtd Salary: Up to £25K

An exciting opportunity has arisen for an experienced Paraplanner to join a professional team of Independent Financial Advisers in Essex that specialize in pensions, mortgages, investments, healthcare, life assurance, long term care, offshore investments and Estate tax planning

The successful Paraplanner will have demonstrable experience in a similar financial role (good technical knowledge is more important than qualifications) and should have knowledge of products for pensions, investments, and protection. Knowledge of SIPPs and SSASs would be advantageous. In addition, the successful Paraplanner will also have the following skills/experience:

  • Excellent report writing skills
  • A good understanding of compliance processes and issues
  • Ability to recommend appropriate solutions and products
  • Excellent IT and analytical skills
  • First class verbal and written communication skills
  • Strong organizational skills and good time management
  • Thorough attention to detail

If you have a proven history in Paraplanning and/or finance and are interested in this exciting Paraplanner vacancy in Brentwood, Essex, please apply by contacting Louise Sheppard on 01179 170 411 or email and quote reference 3037.

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