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.

• Full-Time
• Permanent

The role

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.

Responsibilities

Provide technical planning support, including research, preparation of suitability letters and annual reports, and recommendation of investments for client meetings.

Qualifications and experience

• Diploma in Financial Planning
• At least 3 years’ experience in a financial services environment

Benefits

• 25 days annual leave + Bank Holi...