Paraplanner – Essex
Salary
Up to 25K
Location
Job Type
Full Time
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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