Paraplanner/Administrator

Updated: May 13, 2024 10:21 PM GMT

Golden Oak Wealth Management

Stamford

We are a well-established, family-owned firm providing independent financial advice on pensions, investments, protection and inheritance tax planning in the heart of Stamford and surrounding areas. As we are expanding, we are looking to recruit an experienced and ambitious Paraplanner and/or Administrator to join our team and support the firm’s financial advisers in ensuring that our clients continue to receive a first-class service.

You will be expected to assist our financial advisers in formulating the advice to the client, providing technical support and guidance where appropriate, and preparing suitability reports in accordance with FCA regulations. The ideal candidate will possess great analytical skills and be able to undertake comprehensive research and analysis of financial products and funds. You will utilise various research tools for technical and tax calculations, as well as creating cashflow models to support our client’s financial plans.

You may also be required to... More Detail