Opportunity Description
Job Title: Paraplanner
Salary: £45,000 - £55,000
Location: Hertford
Term: Permanent
An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career.
Main Purpose & Scope of the Paraplanner Role:
The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards.
The Paraplanner works closely with advisers and administrators to d...
Salary: £45,000 - £55,000
Location: Hertford
Term: Permanent
An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career.
Main Purpose & Scope of the Paraplanner Role:
The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards.
The Paraplanner works closely with advisers and administrators to d...
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