Paraplanner

Our client, a leading Financial Advisor is seeking a Paraplanner to join their team on a full-time, permanent basis.

Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years’ experience to join their team, working closely with and supporting Adviser’s to ensure high-quality, compliant advice is given.

Due to the location of the office candidates will be required to drive / have access to their own vehicle.

Key Responsibilities:

* Prepare high-quality suitability reports across investments, pensions, protection and retirement planning

* Conduct technical research based on client information

* Produce cashflow modelling and planning illustrations for clients

* Support Adviser’s with pre- and post-meeting preparations

* Ensure a high-level of communication is maintained with clients at all times

* Support Adviser’s with administrative tasks, ensuring a high-lev...

Ready to Apply?

Submit your application today and join our talented team at James Frank Associates.

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