Financial Planner

FBSPL Farringdon, England, United Kingdom

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Fulham, Farringdon, Norwich, Edinburgh or Glasgow (must be within 20 miles or 45 mins for Fulham/Farringdon)

We’re hiring a qualified or part-qualified (min. Level
3) Paraplanner to support a growing team of advisors. Responsibilities include lead screening, application processing, managing submissions, and reports.

• Experience in a similar financial services support role
• Strong knowledge of pensions, investments & platforms
• Excellent communication, admin, and organizational skills
• Ability to work independently and as part of a team

If you're passionate about delivering great client service and eager to grow your career, we’d love to hear from you.

Apply now or message for more details.

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Industries:
  Business Consulting and Services, Financial Services

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