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An expanding financial advice group requires a Paraplanner to join their team in Falkirk. The company offers a flexible working platform that supports career progression.
Responsibilities:
1. Preparing pre-approval documentation prior to report writing
2. Utilising technology to produce accurate solutions for clients
3. Providing accurate, timely, and compliant suitability reports
4. Ensuring all advice documentation complies with FCA guidelines
5. Working with the adviser to gather sufficient client information
Candidate Requirements:
The successful candidate will have a Diploma Level 4 or be close to completing it.
The company offers study support to help you progress towards chartered status if that is your ambition.
If this role sounds like a good fit, please apply online.
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