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Financial Planning Paraplanner
3 months ago
Financial Planning Paraplanner
This document aims to provide prospective candidates with a comprehensive overview of the expectations for this position.
Our client, a reputable firm in the Financial Advisory sector, is in search of a Financial Planning Paraplanner to become a vital part of their team on a permanent basis, offering a competitive salary range of £27,000 - £50,000.
Key Responsibilities:
As a Financial Planning Paraplanner, your primary responsibilities will encompass:
- Drafting suitability reports for clients of the firm's financial advisors, often involving complex technical details.
- Conducting thorough research to support the advisory team in delivering tailored financial solutions.
- Collaborating with advisors to ensure all client needs are met efficiently and effectively.
- Maintaining up-to-date knowledge of financial products and regulatory requirements.
This role presents an excellent opportunity for individuals looking to advance their career in financial planning within a supportive and dynamic environment.
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