The JobsBoard in London is seeking a Paraplanner to join the UK New Business team. The Paraplanner analyses prospective client portfolios to provide FCA-regulated advice on pension transfers, bond surrenders, investment taxation and account structure suitability.
You will evaluate prospective client objectives and portfolios to determine asset allocation, review plans for complex situations, and ensure compliance with FCA requirements.
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Paraplanner: Pension & Investment Transfer Expert 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.
