Locations: Wolverhampton - Shropshire
Salary Expectations: £25K +
• CII Level 4 Certificate in Paraplanning: R01, R02, R03 & J09
• FE Analytics — Certified User
• 4 + years of Paraplanning experience
• Excellent verbal & literate communication which have earned client facing responsibilities
• Mathematically strong and accurate
• Proficient IT user across range of systems and software
• Market research, analysis and due diligence (Defaqto)
• Pension research and pension switch comparison reports (Selectapension)
• Cash flow forecasting and projections (Cashcalc and Voyant)
• Fund analysis, comparison and portfolio management (FE Analytics and Morningstar).
• Including single funds, DFMs, model portfolios and bespoke portfolio creation.
Please contact firstname.lastname@example.org for further information.