Paraplanner
Schroders Personal Wealth(20 days ago)
About this role
A Paraplanner at Schroders Personal Wealth prepares client-facing financial planning recommendations and suitability reports, translating technical advice into clear, client-friendly language while ensuring regulatory standards are met. The role supports financial advisers and contributes to improving the overall client experience within a collaborative wealth-management environment.
Required Skills
- Paraplanning
- Pensions
- Investments
- Taxation
- Report Writing
- Regulatory Awareness
- Client Communication
- Quality Assurance
- Administration
- Financial Analysis
Qualifications
- Level 4 Diploma in Financial Planning
About Schroders Personal Wealth
spw.comPersonalised financial plans to help build a financial future for you and your family. Expert advisers to guide you through your journey. Find out more.
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