Paraplanner

Paraplanner
Up to £45,000

Responsibilities:

• Client risk assessments, research, analysis and product selection.
• Conducting Suitability letter and recommendation report-writing
• Planning work and calculation work
• Managing project work
• Participate in team meetings and contribute to process improvement initiatives

Requirements:

• Diploma qualified
• Previous experience in a Paraplanner role
• Good understand of FCA Regulations

Benefits:

• Group Life Cover
• Group Income Protection
• Private Medical Insurance
• Health Cash Plan
• Cycle to Work scheme
• Pension plan
• Hybrid working