Paraplanning Expert
3 weeks ago
Hertfordshire, United Kingdom
FS Talent Group
Full time
FS Talent Group is seeking an experienced Paraplanning Expert to join its team. As a key member of our wealth management team, you will play a crucial role in supporting our financial advisors and delivering high-quality services to clients.
About the RoleYour primary responsibilities will include:
- Providing expert paraplanning services, including researching and compiling case materials
- Liaising with clients and advisers to ensure smooth case progress
- Preparing and managing documents, including suitability reports and cover letters
- Updating records and maintaining accurate client information
- Collaborating with colleagues to achieve team goals
We offer a competitive salary of £42,000 per annum and a comprehensive benefits package to attract the best talent.
