paraplanner
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
Show more +5 - 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
Salary in other companies in the position paraplanner
| PIP LEGAL | 12375 £ | 3750 £ 12375 £ |
| TRUESTAR TALENT | 5000 £ | 3750 £ 12375 £ |
| MB FITZGERALD | 4447 £ | 3750 £ 12375 £ |
| PROGENY | 4166 £ | 3750 £ 12375 £ |
| DAVIES RESOURCING | 4111 £ | 3750 £ 12375 £ |
| CANDIDATE SOURCE | 3750 £ | 3750 £ 12375 £ |
| KENNEDY PEARCE CONSULTING | 3750 £ | 3750 £ 12375 £ |
| RESOURCE SOLUTIONS | 3750 £ | 3750 £ 12375 £ |
| ADVANCE SEARCH AND SELECTION | 3750 £ | 3750 £ 12375 £ |
| OAK PRIVATE WEALTH | 3750 £ | 3750 £ 12375 £ |