Paraplanner - Hybrid - Up to £38,000

  • Wimborne Minster
  • Bond Williams Limited

Paraplanner - Hybrid - Up to £38,000
Are you an experienced Paraplanner with a good knowledge of various platforms?
Do you have previous experience working as a Paraplanner?

If yes, then read on to see what's on offer!

What you'll be doing:

  • Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR products, top slicing calculations, Trusts, DB pens...