fs talent in the St Albans area is seeking an experienced Paraplanner to support Financial Planners and the client support team. You will research, analyse and prepare high-quality financial planning recommendations, ensuring advisers have the technical support required for compliant advice.
The role covers pensions, investments, retirement planning, protection and tax-efficient planning, with responsibilities from preparing suitability reports to producing cashflow modelling and supporting
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Experienced Paraplanner - Wealth Planning & Analysis in St Albans employer: fs talent
Join a dynamic fintech that prioritises innovation and employee development, offering a hybrid working model that promotes work-life balance. With a strong focus on shaping the future of risk management, you'll have the opportunity to influence strategic decisions while benefiting from a collaborative culture that values your expertise and growth. Located in London, this role provides access to a vibrant professional network and the chance to be part of an exciting transformation journey.
