Perspective (Central & East) Ltd / Perspective (Chiltern)
Job Description
We have a fantastic vacancy for a Paraplanner to join our Stokenchurch Office. This is an integral and varied role, and your experience in providing high‑quality support will be invaluable to the whole team.
You will work closely with our Financial Planners by providing technical support during the servicing of our clients’ financial advice needs, providing excellent standards of client service, and conducting detailed research on clients’ existing and potential arrangements. After assessing these against the clients’ financial objectives, you will produce timely and compliant financial planning reports.
You will need to be motivated, friendly, and professional at all times.
Office: Perspective (Chiltern)
Location: Stokenchurch
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive, dependent on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
#J-18808-Ljbffr