Our client, a very well established and well respected firm of Independent Financial Planners based in Lytham are seeking an experienced Paraplanner to join their team on a hybrid basis.
Working in collaboration with 5 Financial Advisers, Paraplanners and Administration, you will prepare recommendations and produce suitability reports, including implementing recommendations and reviewing the client’s financial affairs, and preparing and maintaining client records.
The role will involve promoting the company’s services in a professional and FCA compliant manner.
Core Duties and Responsibilities:
- Working in collaboration with Financial Advisers and other colleagues you will deal effectively with queries from clients and other parties through effective communication.
- Record your...