You must be experienced in Investments, IHT and Trusts and ideally also knowledgeable about pension transfers.
They require someone with previous previous paraplanning experience within an IFA or Wealth Management environment.
We have an excellent opportunity for this well regarding financial planning practice in Hertfordshire and they are looking for a new Paraplanner to join the team.
With a focus on block management, our company is poised for growth, offering an exciting opportunity for individuals passionate about property management and finance.
Company Overview: Join a small yet highly reputable property company, boasting a rich history of excellence in the real estate industry.
Nestled in the friendly ambiance of our Hitchin office, you'll find a supportive team environment where your skills and contributions are valued.
Additionally, you may perform some pre-screening eye examinations and administrative tasks such as scheduling appointments, supporting the phone lines from customer queries and processing payments.
You'll help with frame adjustments, repairs, and fittings.
As a Retail Optical Assistant at Vision Express, you'll assist our customers in finding and selecting eyewear that meets their needs.