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    Paraplanner - Hybrid working - Fareham, Hampshire, United Kingdom - Brook Street

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    Description

    Brook Street are recruiting for 2x Paraplanners for a client of ours in Fareham If you're a problem-solving wizard with top-notch communication skills, we want to hear from you.

    Hybrid Working


    This company are dedicated to making a positive impact on their client's financial futures while fostering a supportive and fulfilling work environment for our team.

    With offices in London, Whiteley, and Farnham, we're committed to excellence in financial planning and discretionary investment management.

    Analysing client information and existing investments/policies
    Conducting tax calculations and recommending appropriate solutions
    Writing suitability reports for clients of varying complexity
    Assisting in training other team members
    Participating in project work to enhance systems and processes
    Strong technical knowledge of financial products
    This role will be based at our Whiteley office, with hybrid working options available.

    If you're ready to take the next step in your career and join a thriving financial planning firm, we'd love to hear from you.



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