Paraplanner – Financial Planning Research & Reports in Lingfield

A financial advisory company in Lingfield is seeking a Paraplanner to enhance client services. You will work closely with financial advisers, ensuring compliance with FCA regulations while preparing suitability and client reports. The role involves technical research, annual reviews, and implementing investment strategies. Ideal candidates should possess excellent attention to detail and the ability to assess client suitability. This is a full-time permanent position with occasional travel for professional development. #J-18808-Ljbffr