We are looking for a Paraplanner (Technical Planner) to provide vital support to the team of Financial Advisers for personal and corporate clients, incorporating protection and investment products, pension and tax planning.
As a Technical Planner or Paraplanner you will provide technical planning support to our financial advisers. This will include researching, preparing suitability letters, annual reports and making recommendations for client meetings.
Provide technical planning support, including research, preparation of suitability letters and annual reports, and recommendation of investments for client meetings.