Ascot Lloyd in Reading seeks a skilled Paraplanner to provide exceptional client service by assisting in financial planning and compliance processes. The role involves detailed client analysis, preparing tailored suitability reports, and supporting Financial Advisers.
The ideal candidate will have a Financial Planning Diploma and experience in paraplanning, along with strong analytical and communication skills. This position offers hybrid working along with a comprehensive benefits package aimed at professional growth and work-life balance.
#J-18808-Ljbffr