Job Description
Paraplanner
Ref: BCR/JP/31848b
Salary: £30,000 - £40,000 (Dependent on Experience)
Sutton Coldfield
Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team.
Paraplanner responsibilities:
Prepare compliant suitability reports across pensions, investments, protection, and tax.
Conduct research and analysis to support quality financial advice.
Collaborate with advisers and clients to build strong relationships.
Manage a varied caseload with accuracy and efficiency.
Maintain high technical and compliance standards under tight deadlines.The ideal candidate will have:
At least 2 years' paraplanning experience in a financial planning environment.
Solid technical knowledge of pensions, investments, and tax planning.
Confident using case management and planning systems.
Excellent co...
Ref: BCR/JP/31848b
Salary: £30,000 - £40,000 (Dependent on Experience)
Sutton Coldfield
Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team.
Paraplanner responsibilities:
Prepare compliant suitability reports across pensions, investments, protection, and tax.
Conduct research and analysis to support quality financial advice.
Collaborate with advisers and clients to build strong relationships.
Manage a varied caseload with accuracy and efficiency.
Maintain high technical and compliance standards under tight deadlines.The ideal candidate will have:
At least 2 years' paraplanning experience in a financial planning environment.
Solid technical knowledge of pensions, investments, and tax planning.
Confident using case management and planning systems.
Excellent co...
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