A
Posted 16 hours ago
Paraplanner
Armstrong WatsonParaplanner
Requirements
Experience in paraplanning or financial services support, Strong attention to detail, Ability to produce high-quality technical reports, Commitment to professional standards
Skills
Finance
About the role
About the Company
Armstrong Watson is an ambitious Accounting and Financial Advisory firm dedicated to becoming the most respected adviser to privately owned businesses in the UK. We focus on delivering exceptional service, deep expertise, and building trusted relationships to help our clients achieve prosperity and peace of mind.
Responsibilities
- Provide technical and administrative support to Financial Advisers
- Assist in the preparation of suitability reports and financial plans
- Conduct research and data analysis to support client recommendations
- Maintain accurate client records and documentation
- Support the client onboarding process and ongoing relationship management
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Armstrong Watson · Carlisle
