Wealth Paraplanner — Pensions & Investments (Study Support)

Financial Divisions; Fleet; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Accessible parking

Study support for exams

Job summary

Financial Divisions in Fleet, a very well established boutique Wealth Management firm, is seeking a Paraplanner (junior or senior) to join our team. You will handle end-to-end paraplanning across pensions, investments, tax planning, retirement planning and IHT, with Voyant cashflow modelling knowledge highly advantageous.

Salary is £35k - £45k plus bonuses and benefits, with parking available and study support for relevant exams.

Qualifications

• Diploma qualified or near completion; exceptions based on experience.
• End-to-end paraplanning across pensions, investments, tax, retirement and IHT.

Responsibilities

• End-to-end paraplanning for pensions, investments, tax planning, retirement planning and IHT.
• Collaborate with a Senior Paraplanner and experienced adviser.

Skills

Paraplanning

Pensions planning

Investments planning

Tax planning

Retirement planning

Education

Diploma in Financial Planning

Tools

Voyant cashflow modelling

Job description

Financial Divisions in Fleet, a very well established boutique Wealth Management firm, is seeking a Paraplanner (junior or senior) to join our team. You will handle end-to-end paraplanning across pensions, investments, tax planning, retirement planning and IHT, with Voyant cashflow modelling knowledge highly advantageous.

Salary is £35k - £45k plus bonuses and benefits, with parking available and study support for relevant exams.