Financial Planning Paraplanner: Research & Reports

Premier Jobs UK Limited; Fleckney; On-site; GBP 30,000 - 40,000; Full time

Job summary

A local Financial Services firm in Fleckney is seeking a Paraplanner to support their team of Financial Advisors. You will focus on conducting comprehensive financial planning research, analysis, and report writing. Strong experience in financial research and report writing is preferred but not mandatory. This role offers a chance to grow in a supportive environment while contributing to client financial planning.

Qualifications

• Experience in financial planning research and report writing is preferred.

Responsibilities

• Support Financial Advisors with financial planning research and analysis.
• Write detailed reports on behalf of Financial Advisors.

Job description

A local Financial Services firm in Fleckney is seeking a Paraplanner to support their team of Financial Advisors. You will focus on conducting comprehensive financial planning research, analysis, and report writing. Strong experience in financial research and report writing is preferred but not mandatory. This role offers a chance to grow in a supportive environment while contributing to client financial planning.