Lime Search & Select Ltd

Contact:   02031371033

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Paraplanner

Job Description


My client is a Chartered Financial Planning firm, responsible for providing Financial Advisory services to both Individuals and Corporates on Investments, Pensions, Estate Planning, Mortgages and Life Insurance.

We are urgently seeking an experienced Paraplanner who will be responsible for preparing Suitability Letters, reports and replacement recommendations for Protection, Investments (ISA / Unit Trusts / Investment Bonds / EIS / VCT), undertaking Pension Income drawdowns and Investment reviews and making recommendations, Product and Fund research, formulating illustrations and proposals whilst undertaking research to support such recommendations and provide technical support to complex client queries.

We are seeking an Experienced Paraplanner ideally with 3+ years experience working specifically within Paraplanning, ideally you will be fully level 4 qualified, but we are open to considering those who are very close to qualification with extensive experience, you will have good solid Technical Financial knowledge and strong knowledge of personal taxation with the ability to use Technical financial planning tools and back office software.

A full training plan with be offered with this role and will be discussed upon joining with the Chartered Financial Planner, who will coach, assist and guide you along the way. This coupled with flexible working hours (potential 4-day week as well as flexibility with hours of working).

Salary is negotiable depending upon, skills, experience and qualifications.


Additional information


VACANCY DETAILS

Company:
Financial Services

Location:
Sunderland

Wages:
£25-30k +bens



CLOSING DATE

Apr

30

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