Due to continued growth, we are currently seeking an experienced Paraplanner to join our team in Sherborne.
This role is required to
- Support the Financial Planners in research & analysis to meet the client’s needs & objectives on a full range of financial planning products and services
- Compile financial planning recommendations & write detailed suitability reports
- Review complex information & Investment products
The ideal applicant will be articulate & confident with the ability to deal with Clients & Professional contacts.
You will already hold the Financial Planning Certificate or be working towards Diploma status in Financial Planning.
Salary dependent on experience, with access to a company pension and bonus scheme after qualifying period.
Please send your CV and covering letter to Clair Smith at Peter Harding Wealth Management.