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About the Role
* Can consider part time * A well-established, independent financial planning firm with an excellent reputation for delivering high-quality, personalised financial advice. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative and supportive team.
This is an excellent opportunity for an Paraplanner who enjoys producing high-quality technical work, working closely with advisers and building long-term relationships within a genuinely client-focused business.
The Role Working alongside experienced Financial Planners, you will be responsible for providing technical support throughout the advice process, helping to ensure clients receive an exceptional service.
Your responsibilities will include:
Preparing suitability reports across pensions, investments and protection.
Conducting technical research using a range of financial planning tools.
Analysing existing client arrangements and making recomme...
This is an excellent opportunity for an Paraplanner who enjoys producing high-quality technical work, working closely with advisers and building long-term relationships within a genuinely client-focused business.
The Role Working alongside experienced Financial Planners, you will be responsible for providing technical support throughout the advice process, helping to ensure clients receive an exceptional service.
Your responsibilities will include:
Preparing suitability reports across pensions, investments and protection.
Conducting technical research using a range of financial planning tools.
Analysing existing client arrangements and making recomme...
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