EG Recruiting is seeking an experienced Paraplanner for a Chartered Financial Planning firm in the UK. The role involves supporting advisers with portfolio valuations, reports and suitability documentation for clients with complex needs.
You will produce cashflow forecasts, conduct research on portfolios, and help shape process improvements within a small team. Flexible hours offered after probation period, with opportunities for professional development.
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Growth-Oriented Paraplanner | Study Support & Private Medical employer: EG Recruiting
Join a dynamic and growing business where your expertise as a Paraplanner will be valued and nurtured. We offer a supportive work culture that prioritises employee development, ensuring you have ample opportunities to enhance your skills and advance your career. Located in a vibrant area, our company provides a collaborative environment where your contributions directly impact our success and client satisfaction.
