Paraplanner: Research, Reports & Bespoke Financial Plans

Bespoke Financial Recruitment Solutions is seeking a full-time Paraplanner to join their established firm in Milton Keynes. The ideal candidate will collaborate with Financial Advisers to provide high-quality technical and client support. Responsibilities include conducting research, preparing suitability reports, and analyzing financial data to create personalized plans. Strong financial planning knowledge and Level 4 Diploma in Financial Planning are essential. A competitive salary is offered based on experience.
#J-18808-Ljbffr

Full job description from WhatJobs. Apply for this role →