Paraplanner (hybrid remote)
19 days ago
Gloucester
Our client, an award winning firm of financial planners in Gloucester are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. hybrid remote* - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month) Working closely with the advisers, duties and responsibilities will include: • Writing and tailoring high quality suitability letters based on consultation with the Adviser, • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations, • Level 4 Diploma (or close to completion) (essential), • Experienced in dealing with High Net Worth clients (desirable), • Reliable and diligent, • Excellent working knowledge surrounding the key areas of Financial Planning, • Strong commercial and technical knowledge