Wealth Management Paraplanner - Pension & Investments

RecruitMe; Stamford; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Support for continued professional development

Job summary

A reputable wealth management firm in Stamford is seeking a Paraplanner to provide support for clients' financial services, particularly in pensions and investments. The ideal candidate should possess at least a diploma qualification, ideally to level 4, and have a strong technical knowledge of the field. This role offers the opportunity for continued professional development within a supportive environment, making it an ideal position for a career-focused paraplanner.

Qualifications

• Minimum diploma qualification required.
• Experience with pensions and investments is essential.
• Knowledge in DB transfer work is crucial.

Responsibilities

• Provide paraplanning support to clients.
• Conduct research on pension and investment options.
• Ensure compliance with strict criteria for financial services.

Skills

Strong technical knowledge around pensions

Organisational skills

Education

Diploma qualified, ideally to level 4

Job description

A reputable wealth management firm in Stamford is seeking a Paraplanner to provide support for clients' financial services, particularly in pensions and investments. The ideal candidate should possess at least a diploma qualification, ideally to level 4, and have a strong technical knowledge of the field. This role offers the opportunity for continued professional development within a supportive environment, making it an ideal position for a career-focused paraplanner.