Paraplanner
The ideal candidate must already have experience at least tow years in paraplanning and be able to:
- Interpret fact-finds
- Carry out research on financial services products
- Write succinct suitability reports
- Manage compliance on cases
- Assist in data capture and management
- Pre-empt the needs of advisers and ensure meetings are fully prepared for
Contact us to apply now, or fill in the form below to send us your CV.
"Working for Square One is like joining a family. As a member of staff we are always kept informed as to where we are currently and where we are heading. What I like is that there are no secrets from us and we are always asked for input on all aspects of the company from recruitment to marketing. The systems are top notch and 100 times better than when I was working for a large corporation." Christine - Paraplanner
