Perspective is always looking for both experienced and aspiring technically excellent Paraplanners across the UK. Working alongside local Financial Advisers, Paraplanners support Advisers by conducting product and fund research, writing Suitability Reports and helping find solutions for both private and corporate clients.
For more information or an informal discussion, please contact Ian Wilkinson, Chief Executive Officer, at firstname.lastname@example.org or if you prefer, contact the office principal of the office which you would wish to join, details of which can be found on Our Locations page.
Paraplanner – Marlborough
The successful candidate will work closely with our Financial Advisers by providing technical support in the process of servicing our 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.