Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Your responsibilities will include, but are not limited to:
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they offer hybrid working with up to four days each week working from home.
Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients.
With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals.