We are looking for someone who can write Suitability Reports and process new and existing business, primarily dealing with Investments and Pensions, with some involvement in Equity Release and Protection business.
Avacancy exists for an experienced Paraplanner to join the wealth Management Team.
General
Our client is a provider of wealth management service s across the East Midlands based in Lincolnshire and across the Midlands.
An exciting opportunity has arisen to join the worldwide leading supplier of locking systems and solutions used and recommended by Main Contractors, Architects, Specifiers and Architectural Ironmongers.
As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
We are looking for a Paraplannerto join a firm of Independent Financial Advisers (IFAs) in their Stamford office, possessing extensive market knowledge and who has been in business for over 10 years.
To be considered for the Paraplannerposition in Stamford you will need to have a minimum of one year's Paraplanning experience or a Senior Financial Services Administrator with exceptional technical knowledge.