Paraplanner

Premier Jobs UK Limited; Chipping Ongar; On-site; GBP 60,000 - 80,000; Full time

Job summary

A local financial planning firm in Ongar seeks a Paraplanner to support the lead Financial Advisor and assist with research and report writing. This role focuses on delivering quality services to clients and requires strong collaboration with support staff.

Responsibilities

• Directly support the lead Financial Advisor.
• Assist with research and report writing.
• Deliver quality service to clients.

Job description

This Paraplanner job in Ongar provides opportunity to join a well-established local financial planning firm

You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner you will be focused on assisting the Advisor through undertaking excellent research and report writing to deliver quality service to client click apply for full job details