An established financial planning practice with a strong reputation across London and the South of England, our client requires an experienced Paraplanner to join their team based in Surrey to provide support to their Financial Consultants.
The role itself will focus on providing technical support to the organisation?s consultants and therefore will require individuals with a first-class level of technical knowledge across pensions, investments and tax mitigation and superb report writing skills. This is particularly significant given the quality of client serviced and this is a very hands-on support role.
To be considered applicants will be Diploma qualified, or close to this status, and be highly experienced within the independent arena. Alongside this candidates will ideally have a minimum of 12 months experience in a paraplanning role and ideally be proficient in the use of software/platforms etc.
This job was originally posted as www.jobsite.co.uk/job/959486538