We are currently recruiting for a Financial Planning practice based in Henley-on-Thames who are looking to recruit a Paraplanner. They are ideally looking for a Level 4 Diploma Qualified Paraplanner with good paraplanning experience.
Main Purpose of the Role:
To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviserTo write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)To provide support to the adviser team on technical matters Duties and Responsibilities:
Production of new business reports and recommendationsFollowing client meetings ensure the Fact Find and all other relevant financial informa...