Paraplanner

Our client, a well known wealth management organisation, is seeking an individual to provide paraplanning support to their most senior consultants in their South County Durham office.

Your responsibilities would be to:

* Prepare suitability letters, reports and recommendations for areas including; investments and pensions
* Undertake pension, income drawdown and investment reviews as well as making recommendations across these areas
* Product and fund research
* Prepare cash flow models
* Formulate illustrations and proposals whilst undertaking research to support recommendations
* Provide technical support to complex client queries

Essential experience/skills:

* Knowledge of life, personal pension and investment products
* Diploma in Financial Planning
* Paraplanning experience or ex-IFA

If you are interested in the Paraplanner role then please apply now