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    Paraplanner - London, United Kingdom - 808 Group

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    Description

    Amazing opportunity based in Harrow

    Our client is an established and growing independent financial advisory business dedicated to assisting their clients with a comprehensive range of financial planning services. Their areas of expertise encompass Mortgages, Protection, Investments, Retirement, Wills, and Inheritance Tax Planning.

    As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients. Your responsibilities will include, but are not limited to:

    • Research and Analysis
    • Report Preparation
    • Client Interaction
    • Data Management
    • Compliance
    • Collaboration

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