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CHESTERTON HOUSE is looking for employees for positions:
paraplanner
paraplanner
Trade
banking & Finance
Banking & Finance
Requirements
level 4 Qualified in Financial Planning or above
technically astute and have clarity of full Financial Planning Areas, to be able to produce high quality output in line with FCA requirements
Responsibility
to understand the financial planning requirements of clients, to produce effective and compliant financial planning recommendations and to maintain the strategies over the lifetime of the clients service agreement
the main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advice, delivered in an efficient manner; whilst mitigating any risks to the business