Paraplanner
Salary
up to 35,000
Location
Fareham
Job Type
Full Time|Work From Home
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We are representing a client based in Fareham who specialises in providing Independent Financial Advise. Our client specialises in the Pensions and Investment area and is now looking to take on an experienced paraplanner to join their modern boutique business.
You will be involved in the compilation of client reports, carrying out technical research, liaising with product providers and assisting with the client review process.
Requirements:
*Experience within a similar role.
*Experience within pension transfers.
*Organised and able to prioritise workload.
*Able to maintain relationships with clients & amp; professional connections.
*Excellent communication skills.
*Knowledge of Investments, Pensions, knowledge of IHT and Tax would be desirable but not necessary.
*Motivated and enthusiastic within a team.
Personal attributes and experience viewed more important than qualifications so part qualified candidates will be considered.
You will receive:
*Salary up to £35,000
*Great friendly team
*Support with qualifications
*Flexible hours/opportunity to work from home
If you are looking to join a company who has a busy but a fun and friendly working environment with a competitive salary on offer, please apply or contact Angharad Jones on [email protected] or 01179 170413 / 07399 163970
Quote Ref 12903
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