Job Description
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.
Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.
In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales.
The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial.
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Paraplanner Requirements
Paraplanner Benefits
Locations
South Leicester
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