Are you currently a Paraplanner?
Or are you a Financial Adviser who would like to move into Paraplanning?
This is an international company who really values the importance of having a strong Paraplanning Team!
This is a great company who supports Financial Advisers across the UK
This company offers long term career paths, either within the Paraplanning department with ongoing development, or moving into Financial Advice roles where the clients are provided for you
Do you have the following, is this you?
- Diploma in Financial Planning
- Demonstration of excellent knowledge in the concepts and requirements of financial planning
- Ideally experience in the support of Financial Advisers in preparation and delivery of research and suitability reports
- Ability and willingness to make thorough and well-informed decisions in relation to advice cases that present a high risk to the business
You'll enjoy delivering...
- Participation in adding value through direct discussion on complex financial planning cases with Financial Advisers
- Offering clear and considered decisions on cases which carry a high risk to the client, firm and the firm’s Financial Advisers
- Dealing with day-to-day advice and higher level regulatory queries
Does this sound like you?
People are very happy working at this company
I'm looking forward to hearing from you...