Connecting...

Back to results list

Paraplanner/Trainee Paraplanner

Location: NEWBURY, BERKSHIRE Salary: Salary Negotiable
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 10 days ago Reference: 3140225
My Client a leading Financial Services and Finance Company is actively looking to recruit a Diploma Qualified  Paraplanner or Part Diploma Qualified individual, who is confident in writing Technical Wealth Planning reports on behalf of NW and Corporate Clients.  From a Wealth Planning Background, the successful candidate will currently be writing reports and supporting Senior Para planners and Advisers.    The client rewards  talented individuals and you will be recognised for your abilities. 

Th main duties will be as follows:-

- Writing Technical Wealth Planning Reports
- Supporting the Directors and Advisers on the report writing side
- Preparing suitability reports and assisting more senior Paraplanner
- Carrying out Research on behalf of both HNW and Corporate Clients 




To be considered you must be able to demonstrate the following:-

- Strong background within Wealth Planning and Para planning
- Preferably full Diploma - ideally or working towards the Diploma
- Report writing currently for both HNW and or Corporate clients

Similar jobs