Paraplanning Professional

2 weeks ago

Oakham, Rutland, United Kingdom Austin Fraser Full time

Job Description

The Paraplanner will work closely with the financial advisers to develop and review customers' financial plans, including preparing client reports and recommendations.

  • Key Tasks:
  • Writing complex financial strategy reports
  • Reviewing finances annually
  • Buidling relationships with customers
  • Finding facts to provide data and advice

Requirements:

To be successful in this role, you will need a minimum of 2 years' experience as a Paraplanner within a financial environment. Knowledge and experience of ISA's, investments, mortgages, retirement planning amongst other sectors are essential.

  • Paraplanning Professional

    2 weeks ago

    Oakham, Rutland, United Kingdom Austin Fraser Full time

    Paraplanning Professional OpportunityWe are looking for an experienced Paraplanning Professional to join our team at Austin Fraser, a leading financial management business.As a Paraplanning Professional, you will be responsible for carrying out several tasks that are essential for developing and reviewing customers' financial plans, including preparing...