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Keyword(s) or Job ID:
Private Cient Paraplanner
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Job details
Title:
Private Cient Paraplanner
Reference:
WEB461022DLH
Salary:
to £30,000 plus benefits
Location:
Manchester
Description:
This private banking organisation currently seek a private client paraplanner
to join their existing advisory team. You will already have gained exposure to
a similar role and will be adept in technical research, financial report
writing, client liaison, production of suitability letters etc and be on your
way towards AFPC/Diploma.
You will have experience across a wide range of contracts but a good
understanding of inheritance tax planning and offshore bonds is particularly
advantageous.
Contact details
Name:
Dan Haynes
Phone:
0161 839 3337
Email:
d.haynes@ipsgroup.co.uk