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Experienced Paraplanner Wealth Management
Posted 9 days 11 hours 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
RecruitMe
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