Paraplanner
- Employer
- The Progress Shed
- Location
- UK
- Salary
- Competitive
- Closing date
- 11 Jun 2022
View more
- Sector
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
The Role
As a paraplanner you will be preparing, implementing, and reviewing your clients 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 product...
As a paraplanner you will be preparing, implementing, and reviewing your clients 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 product...
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