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Paraplanner

Employer
The Progress Shed
Location
UK
Salary
Competitive
Closing date
1 Dec 2021

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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The Role

As Paraplanner you will be preparing, implementing and reviewing your client's financial plans and advice. You will be part of a team created to ensure your client receives the best service possible. You will be a key member of the team providing support to Financial Advisers by compiling research, compliance checking, writing suitability reports and answering technical queries, as well as providing technical support on tax, legislation, and financial products ...
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