Plus One Recruitment seeks an experienced Paraplanner to support Independent Financial Advisers and potentially progress to Advisor. The role offers exposure to the entire financial advice process, with responsibility for managing your own client portfolio and contributing to technical case management.
You will prepare suitability reports, engage in financial planning activities, and participate in business processing while ensuring compliance with FCA regulations.
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Wealth Paraplanner: Path to Advisor & Client Growth employer: Plus One Recruitment
Join a dynamic and innovative organisation in the automotive and mobility sector, where your analytical skills will be valued and nurtured. With a collaborative work culture that encourages cross-functional teamwork, you'll have the opportunity to contribute to meaningful projects while enjoying professional growth through hands-on experience and exposure to various business functions. Located in a vibrant area, this role offers a unique chance to make an impact in a fast-paced environment, all while being part of a supportive team dedicated to excellence.
