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
- Financial Planning