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Paraplanner

Borehamwood
Permanent
Temporary
Nouvo Recruitment
Posted: 19h ago
Offer description

PARAPLANNER Our client are a fast paced mortgage finance organisation. Due to expansion of their mortgage team, they are looking for a Paraplanner to join their already successful team. This business is known for its outstanding reputation and genuine commitment to staff development. Whether you're looking to move into an Advisory role or progress further within paraplanning and technical support, they offer a clear, supported pathway tailored to your career aspirations for a Paraplanner. Key Responsibilities of the Paraplanner: Prepare comprehensive documentation ahead of report writing stages Use modern financial planning tools to develop accurate, client-focused solutions Produce high-quality, compliant suitability reports Ensure all advice is delivered in line with FCA regulations Collaborate closely with Advisers to gather detailed client information Maintaining and managing compliance and regulatory requirements Requirements: Level 4 Diploma in Financial Planning (or equivalent) Strong technical knowledge and experience in a paraplanning role Due to a very high number of applications, we are unable to come back to every candidate with feedback. If you do not hear from us within 48 hours, please assume that you have been unsuccessful on this occasion. Your CV will be registered with us, and we will keep you updated with any other positions that may be of interest. However please keep checking our website as new roles wi...

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