Paraplanning Professional

3 days ago

Woking, Surrey, United Kingdom enable Recruitment Full time
What You'll Be Doing:
  1. Conduct thorough research and analysis on financial products, including pensions, investments, and insurance.
  2. Prepare accurate, compliant reports and recommendations for Financial Planners.
  3. Assist in creating and reviewing financial plans and strategies to meet clients' needs and objectives.
  4. E nsure all client files and recommendations are up-to-date, accurate, and compliant with regulatory standards.
  5. Collaborate with Financial Planners to support client meetings, providing technical input as needed.

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