Posted by Bond Recruitment Ltd • £30K/yr to £45K/yr
We are recruiting an experienced, high calibre paraplanner to work closely with our client, a team of Chartered financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients' expectations.
Their mission is to provide financial guidance and support that helps their clients achieve their goals.
Our client is a Chartered Independent Financial advisers based in Chester.
Providing technical support and recommendations to Financial Advisers
A highly professional team, with many home grown advisers, with years of technical experience between them.
Chartered financial planners dealing with high net worth clients with a fantastic reputation for the honest and professional advice they provide to the South.
Posted by Bond Recruitment Ltd • £35K/yr to £45K/yr
General
My client is involved in Financial services, Wealth management and are currently seeking an experienced Paraplanner ideally working towards chartered or already chartered.
Key Responsibilities
Assisting financial advisors in the research and analysis of financial plans.
Preparing and maintaining client files and documentation.
Our client, a high-quality financial planning firm, are looking for a paraplanner to join the team; Following a period of successful business growth, the business is now seeking a highly knowledgeable, skilled, and experienced paraplanner to collaborate with their established team of financial planners.
Key Responsibilities
You will prepare, complete, and deliver reports and annual reviews to a high professional standard; This will include collating and providing the relevant information to all key individuals.