Hybrid Paraplanner β€” Technical Financial Planning & Case Lead

Hybrid Paraplanner β€” Technical Financial Planning & Case Lead

Full-Time On-site
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The JobsBoard is seeking a motivated Paraplanner to join our financial planning team in a hybrid UK role. You will support the full advice process, from researching recommendations and preparing suitability reports to assisting with new business, client reviews and technical calculations.

You’ll own allocated cases, ensuring accuracy and compliance, and help colleagues with documentation, meetings and BA checks.

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Hybrid Paraplanner β€” Technical Financial Planning & Case Lead employer: The JobsBoard

Join a prestigious skincare brand that values its employees and fosters a vibrant work culture in the luxurious setting of Knightsbridge. With competitive salaries and commission opportunities, you will thrive in an environment that encourages personal growth and professional development while working alongside passionate individuals who share your love for skincare and sales.

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Contact Details:

The JobsBoard Recruitment Team