An expanding financial advice group require a Paraplanner to join their team in Warwick. My clients offers a flexible working platform that supports progression with your career.
* Preparing pre-approval documentation prior to report writing
* Utilising technology to produce accurate solutions for clients
* Providing accurate, timely and compliant suitability reports
* Ensuring all advice documentation is compliant according to FCA guidelines
* Working with the adviser to gather sufficient client information
The successful candidate will have Diploma level 4 or be close to completing. The business offers a pathway to progress including taking steps towards becoming a Financial Planner or expanding your technical skills as a senior paraplanner/ financial technician.The company offer hybrid / flexible working, including study support allowing you to progress towards chartered should this be your ambition.If this role sounds like it could be for you, please apply online.
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