Paraplanner

3 weeks ago


Harrow Greater London, United Kingdom 808 Group Full time
Job Description

Amazing opportunity based in Harrow

Our client is an established and growing independent financial advisory business dedicated to assisting their clients with a comprehensive range of financial planning services. Their areas of expertise encompass Mortgages, Protection, Investments, Retirement, Wills, and Inheritance Tax Planning.

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:

  • Research and Analysis
  • Report Preparation
  • Client Interaction
  • Data Management
  • Compliance
  • Collaboration



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