We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team.
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.
My client is a family run business in their 20th year of supplying print merchandise for point of sale, based near Chesterfield on the north east side.
Due to growth they need someone to join their team, contact existing clients and prospects as well as research new contacts who are in the point of sale industry.
Their client base is across small business to large global brands.
A new opportunity has arisen for a Financial Planning Administrator to join a well-established firm of Financial Planners in their Chesterfield office.
On offer will be a competitive salary, benefits package and study support.