UA-185291695-1 Associate Paraplanner, Jobs, 359

Associate Paraplanner

Trainee Paraplanner - East England

Ref: 359Thursday 9 December 2021

£25,000 - £35,000

A Charted Financial Advisory practice in Kings Lynn I looking to hire a Paraplanner. You will be working in a small team directly with the Directors of the business. You will have the opportunity to interact with clients and produce detailed reports.

 

You will be working with a diverse customer base including new and existing clients creating tailored solutions. The firm works with a  number of introducers in the Accountancy and legal field.

 

As part of a small team, you will support the partners with risk profiling, fund research and suitability/reports.

 

You will need to have experience writing suitability reports to be reviewed for this position.