Paraplanner
Leicestershire
Salary: £35,000 (Negotiable on experience)
Location: LE65 Area
Working Hours: Monday to Friday, Full Time
Main Duties and Responsibilities:
* Fully analyse clients' requirements, develop cash flow models, and accurately record client data.
* Research and analyse financial products to meet client requirements and objectives.
* Construct comprehensive financial planning solutions, including investment, retirement, and tax strategies.
* Develop and maintain relationships with clients, providing exceptional service and support.
* Collaborate with the team to ensure seamless delivery of services and achieve business goals.
Benefits: Competitive salary, negotiable based on experience.
About the Company: Our company provides expert financial planning and wealth management services to individuals and families. We are committed to delivering high-quality, personalized advice and guidance to our clients.