expansion plans. Namely the recruitment of a Technical Paraplanner to join their busy and successful team. Responsibilities... recommendations for the client. Dealing with complex and technical client queries Preparing for client meetings, including following...
Job Description: We're looking for a detail-oriented and proactive Paraplanner to join our Financial Planning team... from you. What You'll Do Provide administrative and technical support to the Head of Financial Planning. Gather and analyse client data...
and capabilities Level 4 Diploma in Regulated Financial Planning (or equivalent). Strong technical knowledge of pensions, retirement... Qualifications, Capabilities, and Skills Experience in a client-facing advice role, or as a paraplanner/trainee adviser...