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.
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
Your responsibilities will include, but are not limited to:
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
We're seeking a Protection Advisor to join our team in our vibrant office in Horwich.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth?
Currently, our client is in search of a Paraplanner to join their team, providing essential support to Senior Financial Planners.
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.
These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.
Currently, our client is in search of a Paraplanner to join their team, providing essential support to Senior Financial Planners.
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.
These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.
As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services.
So, if you want to be part of a growing team and join our exciting journey contact us in confidence to find out more.
LionHart is forged from our cornerstones of epic customer service, cutting edge technology, and being driven by getting the best results for our clients & partners.
If you're looking for a career that will help you stand out, join HSBC and fulfil your potential.
Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.