Paraplanner – Nationwide Offices – £30,000 - £38,000 Chase & Holland are thrilled to be recruiting for a fantastic UK-wide organisation who are looking to recruit a Paraplanner. This is an organisation that is proud to deliver financial services to customers. We’re looking for an Paraplanner to join on a full-time permanent basis. You will primarily be responsible for supporting the organisation to ensure an efficient service to all customers.
In Return You’ll Receive- Flexible benefits to suit your lifestyle including buy and sell holidays
- Hybrid
- Pension
- Income protection
- Life insurance
Paraplanner Responsibilities: - Providing research, analysis & technical support
- Preparing recommendation reports and maintaining client records
- Analysing clients’ circumstances, objectives & risk profile
- Identifying missing client informat...