Paraplanner required for busy IFA Practise in Cheshire. The role will include production of suitability letters for IHT planning, personal and occupational pension schemes , protection and investments ; liaising with ifas on specific queries; liaising with compliance team in respect of signing off suitability letters and developing and maintaining knowledge and competence. Previous industry experience of between 3-5 years, along with FPC and a desire to progress with further financial qualifications is a requirement as is previous report writing experience. Attractive re numeration package for the right candidate.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.