ParaplannerSalary £33,000 - £45,000 p.a. + discretionary bonus + excellent benefitsHybrid Working
We are delighted to represent this firm of Chartered Financial Planners who have an excellent reputation of investing and developing its team. They are looking for a passionate Paraplanner to join the firm, someone who is looking for an opportunity to develop professionally, grow technically and become part of an excellent team of paraplanners.
When not delivering first class advice to its personal and corporate clients, the company is busy giving back to its local community. They are proud to be supporting a number of charitable trusts and foundations.
In this role you will be responsible for providing excellent service to the Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.
Paraplanner - The Role:
1. To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
2. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
3. Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
4. Conduct fund research using the internal panel or FE Analytics where appropriate.
5. Revie...