We are supporting the growth of a company, where you will be part of a very close knit team working in production operating machines to a high standard.
Posted by Coast Specialist Recruitment • £28K/yr to £40K/yr
General
Our client a very well established wealth manager is looking for an experienced Paraplanner to join there dynamic team.
The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.
Key Responsibilities
Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations.
We are supporting the growth of a company, where you will be part of a very close knit team working in production operating machines to a high standard.