Paraplanner

My client has the opportunity for a Paraplanner to join their team, based at their Stamford office. This role offers the opportunity to work within a supportive Wealth Management environment, preparing Suitability Reports and processing new existing business across a range of financial services. Benefits -Competitive holiday allowance -Staff discount on legal fees and wealth management fees -Income protection -Life assurance at 3x salary -Salary exchange Pension scheme -Employee Assistance Programme About the Candidate My client is looking for someone with the drive and determination to produce accurate Suitability reports and process new and existing business. You will have relevant prior experience and strong knowledge of Investment Bonds, Pensions, Trusts and IHT Planning, alongside a strong interest in financial services. The successful candidate will either hold or be working towards a diploma qualification, have excellent communication skills and a commitment to maintaining high service standards. Strong GCSE and A-Level results are also essential, alongside a full driver’s licence and access to a vehicle. About the Role As a Paraplanner, you will work within the Wealth Management Support Team, reporting to the Compliance Manager and Head of Support. You will prepare Suitability Reports and process new and existing business in accordance with the firm’s policies and procedures, using the appropriate...