Paraplanner: Research, Reports & Client-Focused Planning

Essex Source: WhatJobs
See advert for pay

TIME Appointments Ltd on behalf of a respected financial services firm seeks an experienced Paraplanner to join a professional and supportive team.

You will prepare high-quality suitability reports, conduct research on pensions, investments and platforms, produce cashflow models, and support advisers with complex cases ensuring FCA compliance.

Hybrid/flexible working is offered with modern Ipswich offices, free parking, and clear career progression opportunities.

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