Your new company
Due to continued growth, an excellent opportunity has arisen within a very well established firm of wealth management advisers for an experienced Paraplanner. Working within a very friendly and supportive team environment. Flexible working options.
Your new role
Providing technical support to Financial Advisers / Wealth Planners assisting with the preparation of advice tailored to client's needs. Key responsibilities include carrying out research to identify the most suitable products to meet client requirements, preparing suitability reports, being a key point of contact for clients regarding technical matters across the full range of financial planning.
What you'll need to succeed
Ideally minimum Level 4 qualified, proven experience as a Paraplanner supporting financial advisers, strong technical knowledge across the full range of financial planning, particularly in the areas of investments, pensions, IHT planning and ideally experience of cash flow planning.
What you'll get in return
Highly competitive salary and good benefits package. Flexible working options, including hybrid working.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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