Financial Paraplanner

3 weeks ago

Fareham Hampshire, United Kingdom Brook Street Full time

Brook Street are recruiting for 2x Paraplanners for a client of ours in Fareham If you're a problem-solving wizard with top-notch communication skills, we want to hear from you.

Hybrid Working

This company are dedicated to making a positive impact on their client's financial futures while fostering a supportive and fulfilling work environment for our team. With offices in London, Whiteley, and Farnham, we're committed to excellence in financial planning and discretionary investment management.

Analysing client information and existing investments/policies
Conducting tax calculations and recommending appropriate solutions
Writing suitability reports for clients of varying complexity
Assisting in training other team members
Participating in project work to enhance systems and processes
Strong technical knowledge of financial products
This role will be based at our Whiteley office, with hybrid working options available. If you're ready to take the next step in your career and join a thriving financial planning firm, we'd love to hear from you.

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