Paraplanner – Perspective

Perspective, who provide financial planning and advice and are based on the Vision Park, are looking for this role.

Paraplanner to work closely with Financial Planners by providing technical support in the process of servicing Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.