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Para Planner
Yeovil (Full Time, Permanent)
Para Planner - Yeovil, South West
We are looking for a Para Planner to support one of the senior management team, to work in a firm of Financial Advisors/Accountants in Yeovil
Main duties include: Managing and organising clients work Carry out technical research to help meet the clients needs Producing compliant suitability reports processing client queries Managing client reviews and maturities Maintaining consultants WIP record Performing any other tasks required as delegated by the consultant
Qualifications and Skills Dip PFS or working towards, or equivalent Previously worked in a similar role Knowledge or Personal taxation and tax fundamentals, taxation of investments, protection products, retirement products and trust and wills. Good organisational skills and experience of using 1st Software
In return the client offers a competitive salary and bonus scheme. WE ARE ACTING AS AN EMPLOYMENT AGENCY IN RELATION TO THIS VACANCY
