Paraplanner - 12 months fixed term contract
Barclays(1 month ago)
About this role
Paraplanner (12-month fixed term) within the Wealth Planning team supporting delivery of financial planning advice to private banking clients. The role acts as a technical liaison to Wealth Planners, ensuring production of compliant suitability reports and accurate client records while contributing to team development and business objectives.
Required Skills
- Financial Planning
- Client Support
- Report Preparation
- Compliance
- Stakeholder Management
- Record Keeping
- Relationship Building
- Risk Management
- Problem Solving
- Coaching
+2 more
Qualifications
- CII Level 4 Diploma in Regulated Financial Planning
- CII Advanced Diploma in Financial Planning (Desirable)
About Barclays
home.barclaysBarclays is a British universal bank. Our businesses include consumer banking, as well as a top-tier, global corporate and investment bank.
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