Thrive Group
Thrive Group is pleased to announce that they are actively recruiting for a client that specialises in customised financial planning advice. The client is in urgent need of a Senior Technical Paraplanner to join their team on a permanent basis. The successful candidate will support the Consultants before client meetings and will be responsible for preparing compliant, technical suitability reports and detailed 'Financial Life Plan' reports. This role presents an excellent opportunity for individuals with relevant expertise in the financial planning sector.
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis.
What you will be doing :
- Supporting the Consultants ahead of client meetings
- Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the Cons…
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Source ⇲
joblookup.com