Marlow
Post Date, 17/12/2024
Salary: 50000-60000 per annum
Home based Paraplanner - Basic to £60,000k + Disc Bonus, Full Benefits
A high quality Financial Planning Practice is looking for an additional Paraplanner to join their business.
Working within an established Financial Planning team, key responsibility will be to actively support a Director and the Clients. Duties will include Technical support, Client relationship management, meeting preparation, cash flow modelling, report writing and research.
3 years + of dedicated Paraplanning experience and sound technical knowledge (Pension, Investment and Tax Planning) and Diploma status will be required.
Full exam and personal development support will be provided alongside a range of development opportunities.
You will be contacted on your provided email address.
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