Premier Jobs UK is recruiting a highly technical Technical Paraplanner for a wealth management firm in the UK. The role focuses on complex casework, pensions, investments, and protection, delivering meticulous suitability reports and maintaining compliance standards.
You will analyse client portfolios, conduct asset allocation research, and collaborate with the Regulatory & Technical team while managing your own pipeline and supporting advisers and third-party providers in a hybrid 2-3 day
#J-18808-LjbffrHybrid Technical Paraplanner β Expert in Pensions & Investments in Bath employer: Premier Jobs UK
Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.