Paraplanner

Senior Paraplanner My client is a firm of Independent Financial Advisers, providing advice to both individuals and businesses on all aspects of Financial Planning through a long-term approach of fully understanding clients needs and financial goals. Being fully independent means that their clients benefit from the ability to offer advice on a wide range of products and services. We are urgently seeking an experienced Senior Paraplanner. You will join a team of experienced Paraplanners, assisting both Directors and Advisers of company. Responsibilities Prepare recommendations Identify and discuss areas for planning with the adviser. Undertake relevant research to identify suitable solutions to meet a client's specific objectives. Prepare relevant documentation and comparisons for review.…