SIGMA FINANCIAL PLANNERS  Salary

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30 LOMBARD STREET LONDON EC3V 9BQ ENGLAND
TIN: 13878098
 Consulting services
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SIGMA FINANCIAL PLANNERS
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SIGMA FINANCIAL PLANNERS is looking for employees for positions:

paraplanner

  • paraplanner

Working hours

  • full-time

Responsibility

  • alongside, producing compliant financial planning reports for the Managing Partners
  • paraplanner Requirements
  • you should be an experienced Paraplanner with industry standard report writing skills
  • level 4 Diploma is desirable but not required if you have good paraplanning experience
  • you will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions
  • you will have experience of insurance, pension, and investment products
  • you will be provide advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the administration team to ensure reports are accurately processed and systems are correctly updated
  • you will be required to produce well thought out and meaningful client reports that demonstrate your attention to detail and understanding of their needs