Paraplanner

New Yesterday

Paraplanner
Working Pattern : 3 Days Office / 2 Days Remote Full-Time | Flexible Working
My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture. Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment.
The Role In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including: Pensions and retirement planning Investment planning Protection planning Inheritance tax and estate planning Pension transfers Cashflow modelling This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases ...
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Location:
Sutton Coldfield
Salary:
not provided
Job Type:
FullTime
Category:
Accounting & Finance

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