This Paraplanner job in Corsham provides the opportunity to join a team who enjoy working collaboratively together to provide excellent financial planning service to their clients
As a Paraplanner, you will be directly supporting their Director and Principal Financial Advisor with responsibilities covering the start to finish process. As such, your responsibilities will include assessing information, communicating with clients, creating / presenting the Financial Advisor with financial strategies, and building the suitability reports. You will have a mixture of onboarding new clients and preparing for existing client reviews
This vacancy is available due to internal progression within their team.
This truly independent financial planning firm provides holistic advice to private and corporate clients. They uphold a friendly approach to their work and ensure clients receive a personal service.
Call us now on 0208 0044 154 or click Apply
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