Paraplanner
Permanent,Full-time
Job Description
The role also entails financial advice report writing covering a range of topics to include: pension and investment accumulation, pension contributions, lifetime allowance planning, designing tax efficient cash flow strategies during retirement and later life planning.
Required Knowledge, Skills, and Abilities
To be considered, applicants should ideally have at least the Level 4 qualified Diploma in Financial Planning/ Regulated Financial Planning as well as relevant "hands on" experience in paraplanning that has been gained in the financial services market.
Reference no: 99930