Our client is a bespoke financial planning practice based in Pontypridd. They specialise in all aspects from Tax planning, Pension & Investment advice, Insurance & Protection, Mortgages and... Commercial Finance.
This is a fantastic opportunity for a Pensions Specialist or Junior Paraplanner to come on board and develop their skills and technical knowledge within a thriving back office team. You will be tasked aspects of report writing, research and making recommendations, liaising with IFA’s.
What’s needed for me to be considered?
Proven experience dealing with Pensions
Working knowledge of Selectapension, Synaptics, Cash Calc and Dynamic Planner
Experience of writing suitability letters and doing Tax calculations
Any examinations towards the Level 4 Diploma... See more