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Paraplanner at CHN Financial Consultancy
Leeds LS12 6QA, , United Kingdom -
Full Time

Start Date

Immediate

Expiry Date

04 Sep, 25

Salary

43000.0

Posted On

05 Jun, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description
Responsibilities
  • Understanding and applying the financial planning process.
  • Collaborating with Financial Planners to research and analyse solutions for client needs.
  • Conducting market research and preparing client recommendations
  • Ensuring advice complies with regulations
  • Creating cash flow plans.
  • Writing tailored, compliant suitability reports.
  • Providing technical and administrative support to advisors.
  • Ensuring accurate client records on our back-office system.
  • Flagging and resolving any client file discrepancies.