$47,201 - $55,896 yearly
CV Library
Bracknell, Bracknell Forest
Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
Our client is a modern, highly ethical and rewarding employer to work for. They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
What will your role entail?
* Working in collaboration with the financial advisers and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records.
* Research and analyse products and providers for clients, compiling suitability reports and annual reviews to meet client needs.
* Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a client’s risk...