This Chartered Financial Planners provide high-quality, comprehensive financial planning advice to individuals, families and businesses and are looking for an experienced Paraplanner to join the team.
Role and Responsibilities:
* Receiving and actioning instructions from Advisers following client meetings.
* Interpreting and analysing data obtained by Advisers.
* Carrying out research and providing recommendations to meet client needs.
* Load cases onto relevant platforms.
* Preparation of suitability reports ensuring a high level of accuracy and care.
* Keeping up to date with all relevant product, legislative and technical changes.
* The role is predominantly office based, although hybrid working will be considered.
The Individual:
* The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning, ideally with a desire to obtain Chartered Status.
Salary:
* Up to £45,000 (Depending On Experience) Plus Company Benefits
Contact: Karen Cummins
Reference: KC/87044
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