Opportunity Description
Role: Paraplanner
Area: Chichester, Hybrid
Position: Full time, Permanent
Salary: £38k to £45k DOE
Our client is an award winning based in Chichester, is now looking for an experienced Paraplanner, you will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports.
This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team.
Key Responsibilities for the Paraplanner
* Analyse client financial information, objectives and risk profiles
* Conduct research on pensions, investments and protection products
* Prepare clear and compliant suitability reports for advisers
* Obtain product illustrations and supporting technical documentation
* Support advisers with fin...
Area: Chichester, Hybrid
Position: Full time, Permanent
Salary: £38k to £45k DOE
Our client is an award winning based in Chichester, is now looking for an experienced Paraplanner, you will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports.
This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team.
Key Responsibilities for the Paraplanner
* Analyse client financial information, objectives and risk profiles
* Conduct research on pensions, investments and protection products
* Prepare clear and compliant suitability reports for advisers
* Obtain product illustrations and supporting technical documentation
* Support advisers with fin...
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