Job Description

This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.
Due to the current climate they have decided going forward to provide 'agile working' to all staff which means you will have more flexibility over when you are in the office.
They are requiring a Paraplanner with 2-3 years' minimum experience to support the successful Financial Planners of the business.
You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison.

Required Knowledge, Skills, and Abilities