Are you a Paraplanner and experience in IO back office software looking for a role within a tightknit team, within a reputable chartered financial planner who offer the opportunity for hybrid working and DPS training.
This wealth management accountancy firm places a strong emphasis on maintaining consistently high standards in their services. They take pride in their ability to create customized financial plans that cater to a diverse range of clients. In doing so, they ensure that each client’s unique financial needs and goals are addressed comprehensively.
In this role you will be helping financial advisors in creating comprehensive financial plans for clients. Collecting and analysing financial data, research investment options whilst preparing reports and communicating recommendations to clients, ensuring that clients receive well-informed financial advice.
This role would suit a paraplanner from with a background in IO back office looking to join a well-established chartered accountancy.
Assisting financial advisors in crafting comprehensive financial plans for clients.
Collecting and analysing financial data and researching investment options.
Preparing reports and communicating recommendations
If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.