Posted by Resource Matters Ltd • £30K/yr to £45K/yr
The Role
We are looking for someone who can write Suitability Reports and process new and existing business, primarily dealing with Investments and Pensions, with some involvement in Equity Release and Protection business.
Avacancy exists for an experienced Paraplanner to join the wealth Management Team.
General
Our client is a provider of wealth management service s across the East Midlands based in Lincolnshire and across the Midlands.
In this role, you will have the opportunity to work with a diverse portfolio of clients.
Whether it's helping a young couple plan for their future or assisting a soon to be Retiree plan for their money to work for them, your expertise and guidance will make a meaningful impact on peoples lives
You will have the freedom to tailor your advice and recommendations to meet each client's specific financial goals and objectives.
If you have a solid Private Client background and are looking to manage a small team -
We are excited to be looking for a Senior Solicitor for this young, dynamic and sought after Lincolnshire based firm in their close knit Private Client Department.