Financial Planning Analyst (Paraplanner)

Your newpany

An excellent opportunity has arisen within a well-established, highly reputable firm of IFAs for an experienced Financial Planning Analyst (Paraplanner). Thepany has core values of being exceptionally client-centric, caring and doing the right thing for both clients and its people, fostering a culture of respect, support and inclusion. As the business continues to grow, you will have every opportunity to shape your career and be supported to achieve your goals.

Your new role

Working within the technical support team, the role will be to provide technical support to the Financial Advisers and wider support team to ensure the efficient delivery of all advice. Key responsibilities will include: