Paraplanner - Technical position (level 4 minimum)

We are looking for experienced level 4 qualified Paraplanners to join our client based in Stevenage.

You will be joining an extremely busy paraplanning team who support a team of independent financial advisers, the practice as a whole are client focused offering a technical service to their clients.

Your role will be to produce research on pension and investment products and complete reports/ reason why letters for the choices made of the fact find.

You will also be a clients port of contact in the advisers absence and will attend client review meetings with the adviser to ascertain client needs and plans for future financial planning.

You will be a minimum of level 4 qualified and have at least 3 years experience of working within a financial planning practice offering paraplanning support, this will be current experience.

Please apply in the strictest confidence

Required skills

  • Financial Planning
  • Investment
  • Paraplanning
  • Reports

Application questions

Do you have 3 years paraplanning experience?
Is your experience current experience?
Do you have level 4 qualification for financial planning?

Reference: 34373964

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