Driving Required: Prior experience driving and holding certification for Fork lift truck is required (Current licence/certification for FLT is highly beneficial but not required)
Experience in providing bespoke reports (not templated) and cash flow modelling will be required in this role.
Working very closely with the advisory team on a 1:1 basis, this role also will involve regular liaison with clients to assess and review their information and identify shortfalls.
We are working exclusively with a much admired National Financial Planning and Wealth Management business who are seeking to appoint an experienced Paraplanner on a hybrid working basis.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology.
With over 6000 employees, it supports 37 million people in 120 countries.
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success.