This Paraplanner job is available within an award winning firm that truly cares about their team.
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include:
Individuals with experience of reviewing DB pension transfer cases would be preferable. Ideal experience would be first hand knowledge of drawdown advice, recommending annuities, scheme pensions, defined contributions with GMP / RST pension plans
Career Progression
As a people focused business, they are committed to supporting and enabling professional development. A lot of their current Financial Advisors have come through the ranks, therefore for the right individual, there would be progression available.
Paraplanner Requirements
The Company
This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice.
Paraplanner Benefits
Locations
Remote based with once a month visit to their office in Farnborough