Boxtree Recruitment have been engaged to source a Diploma Qualified Paraplanner for one of SJP's largest and most successful businesses. Working on behalf of one of their most successful Senior Partners who is a Pension expert with £65Million under management.
- Collate client information and prepare recommendations as well as illustrations and reports.
- Manage work to completion.
- Schedule annual review meetings.
- Research of internal and external products.
- Deliver technical training when required.
- Good understanding of all advice, particularly DB Pensions and inheritance tax planning.
- Level 4 (or above) qualified.
- Administration of IHT, pension and investment products.
- £40-60k starting salary (based on experience)
- Up to 20% performance bonus
- Pension scheme
- 22 days annual leave
- Working hours Monday to Friday 08.30-17.30 however they will consider remote working candidates.
Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.