At a Glance
- Tasks: Collaborate with Financial Advisers to produce compliant suitability reports and deliver financial advice solutions.
- Company: TRI Consulting Ltd is a UK-based firm focused on high-quality financial advice solutions.
- Benefits: The company values innovation and offers opportunities for professional development.
- Other info: Experience in producing compliant suitability reports is essential.
- Why this job: Join a team that prioritises delivering effective financial planning strategies.
- Qualifications: Strong technical knowledge of UK pensions, investments, and tax planning is required.
The predicted salary is between 30000 - 40000 £ per year.
TRI Consulting Ltd in the United Kingdom is seeking an experienced Paraplanner to deliver high-quality financial advice solutions. The ideal candidate has a strong technical knowledge of UK pensions, investments, and tax planning, as well as experience producing compliant suitability reports.
This role involves collaboration with Financial Advisers and clients to ensure accurate and effective financial planning strategies. The firm values innovation and offers opportunities for professional development.
Technical Paraplanner for Pensions & Investments in London employer: TRI Consulting Ltd
TRI Consulting Ltd is located in the United Kingdom and is dedicated to providing high-quality financial advice. The firm encourages innovation and supports professional growth within its team, making it an ideal place for career advancement.
