We are currently recruiting for a Chartered Financial Planning practice in Tunbridge Wells who are looking to recruit a Paraplanner to join their team.
ROLE
To assist advisers in all aspects of providing advice to clients.
KEY FUNCTIONS & RESPONSIBILITIES
1. Product ResearchThe technical and practical evaluation of products within the range specified in your personal job description; sharing product information with advisers and paraplanners.2. Financial PlanningTo assist the development and implementation of a strategy that will enable a client to meet financial objectives.3. Presentation Of AdviceTo prepare letters, reports and other documents as part of the advice process including reviews.4. Meeting PreparationTo help advisers prepare for client meetings including the preparation of all relevant paperwork.
Full-time
Financial Specialists