Paraplanner

Job Description


Experienced Paraplanner required ideally diploma qualified or certainly working towards this and someone who is keen to achieve Chartered status.

Duties:

Supporting Financial planners in research and analysis, preparing financial plans and impact reports, compile financial cashflow forecasts, develop relationships, manage research and analysis of financial products, assist with any FCA regulatory issues, make alterations to client investments as instructed, monitor client portfolios and full administration support

salary £25-£35k

37.5 hours a wk Mon – Fri

own transport required due to location

email cv vicki@totalrecruitmentsolutions.agency