Paraplanning Professional

2 days ago

Hampshire, United Kingdom Pavilion Recruitment Solutions Full time
About the Role

In this role, you will be responsible for creating suitability reports for investments, pensions, protection, and inheritance tax planning. You will conduct research and performance analysis using provided tools and collaborate with financial advisers and support staff to ensure compliance with regulatory standards and firm procedures.

You will also liaise with providers and third parties to obtain information, quotes, illustrations, and product details for cases in order to formulate recommendations for clients. Additionally, you will maintain Continuous Personal Development (CPD) by attending in-house training and staying up-to-date with industry developments.

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