Experienced Paraplanner Wealth Management

Posted 19 days 1 hour ago by RecruitMe

£40,000 Annual
Permanent
Not Specified
Other
Lincolnshire, Stamford, United Kingdom, PE9 1
Job Description
THE ROLE PARAPLANNER
  • Producing comprehensive suitability reports and financial planning documentation
  • Conducting technical research across pensions, investments, protection, and retirement planning
  • Supporting advisers with FCA-compliant recommendations
  • Using financial planning platforms and software to analyse and model solutions
  • Ensuring advice is accurate, compliant, and clearly presented
  • Operating e click apply for full job details