Service Service Employment Agency Limited seeks an experienced Paraplanner to join a boutique advice practice near Norwich. You will write client suitability reports, conduct independent research, and support advisers with a focus on paraplanning.
You will carry out market research, file reviews, and liaise with insurers to obtain precise information. The role requires at least 2 years in financial services and strong MS Office/Excel skills.
#J-18808-LjbffrParaplanner — Hybrid in Boutique Financial Advice in Costessey employer: Service Service Employment Agency Limited
As an Investment Support Specialist at this Independent Financial Advice Practice, you will be part of a dedicated team that values client relationships and professional growth. With a strong emphasis on operational efficiency and compliance, the company fosters a supportive work culture where employees are encouraged to develop their skills and advance their careers. Located in the picturesque East Anglia region, this role offers a unique opportunity to contribute to a personable collective while enjoying the benefits of a well-established firm with a billion in funds under management.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
