Paraplanner (Pensions Management)

Paraplanner (Pensions Management)

Full-Time No working from home possible
Clayton Davies
Paraplanner Remote Our client is seeking a motivated and detail-oriented Paraplanner to join their growing financial planning team. This is a key support role, working closely with Financial Advisers to deliver high-quality advice to clients. You will be responsible for preparing suitability reports, conducting research, and ensuring all recommendations meet regulatory standards. Conduct research and analysis on financial products (pensions, investments, protection) Support advisers in developing financial planning strategies Assist with cashflow modelling and financial planning tools Previous experience in a Paraplanner or similar technical support role Diploma in Financial Planning (or working towards)
Clayton Davies

Contact Details:

Clayton Davies Recruitment Team