CONCIRRUS Salary
6 DEVONSHIRE SQUARE LONDON EC2M 4YE ENGLAND
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Earnings on positions in CONCIRRUS
CONCIRRUS is looking for employees for positions:
paraplanner
Working hours
- full-time
Education
- GCSE or equivalent
Responsibility
- if this sounds like the next step in your career progression, please get in touch
- A leading Wealth Management firm which helps to secure the financial future of families and individuals by advising them through investment, pension and tax choices is looking for a Paraplanner in this busy office environment
- to provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports
- this will include preparation of client cashflows, interpretation of data from Financial Planners following meetings with clients, analysis and data and use of research tools to find solutions, interaction with third party product providers, research into new products and taxation legislation, writing of Financial Planning reports and implementing agreed actions
- the successful candidate will also keep up to date with legislation and product changes and have the ambition to progress their own professional development with the aim of studying to level 6 qualification with a recognised professional body
- job Type: Full-time
Requirements
- paraplanning: 2 years