As a Paraplanner you will support the delivery of the financial planning and advice process to clients by providing technical research, analysis and report writing services to Financial Advisers.
This is a perfect opportunity to join an independent Wealth Management firm who are growing through acquisitions and are looking for a Paraplanner to grow with them.
They will support your personal development, pay bonuses up to 15% of your salary and have a whole range of additional benefits, including REMOTE WORKING.
As a financial Adviser, you will be responsible for providing financial planning, guidance and advice to clients, helping them achieve their financial goals.
We are seeking a dedicated and knowledgeable individual to join our Independent, boutique Wealth Management firm due to substantial growth over recent years.
General
You will be required to be fully Level 4 qualified; CAS status is preferred but not essential.