Paraplanner

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...