Paraplanning Professional

3 weeks ago

Marlborough, United Kingdom mbf Full time
Key Responsibilities:

• Conduct thorough analysis of client financial situations and goals.
• Develop comprehensive financial plans leveraging technical expertise.
• Collaborate with financial advisors and clients to gather necessary information and documents.
• Write client reports and suitability letters within agreed timescales/quality standards.
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• Stay informed about market trends, regulatory changes, and product developments.
• Enhance technical knowledge and skills through professional development.
• Work closely with Financial Planners on a daily basis.
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• The ideal candidate will have a Level 4 Diploma as a minimum and 3+ years' experience in a Paraplanning role.

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