Paraplanner to Advisor Transition Opportunity
3 weeks ago
Salary
We're offering a competitive salary of £45,000-£65,000, depending on experience, plus benefits and opportunities for further learning and development.
Key Responsibilities
Some of the key responsibilities of this role include:
• Writing financial plans and annual reviews
• Preparing suitability letters and updating templates
• Developing client-facing materials and liaising with clients regarding technical replies and end-of-tax-year queries
• Administering and actioning advice given by the advisor
Benefits
In addition to the competitive salary, we're proud to offer a range of benefits, including opportunities for further learning and development, a supportive work environment and a chance to work with a leading independent financial planning firm.
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