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Financial Planning Paraplanner
2 weeks ago
We are seeking a motivated and detail-oriented Paraplanner to support our team in Cheltenham or Hereford. This exciting opportunity offers a unique blend of challenge and reward, with opportunities for career growth and professional development.
Job Summary- Prepare and review documentation for suitability reports
- Develop and maintain relationships with clients and advisers
- Stay up-to-date with industry developments and best practices
- Collaborate with the team to achieve business objectives
- Contribute to the delivery of high-quality client services
To be successful in this role, you will need to have a strong understanding of financial planning principles and practices. A Level 4 Diploma qualification or equivalent experience is essential.