A great new Paraplanner role within a reputable HNW Wealth Specialist based in the High Wycombe area.
Our client is looking for an enthusiastic, hard-working individual looking for a long term career within financial planning.
Duties will include
- Research of the financial market
- Report compilation for a wide range of financial advice
- Producing excellent suitability letters
- Completion of any fact find that’s necessary
- Valuation of existing portfolios
- Use of industry relevant software/Internet resources when needed
- Communicating with clients in order to update records or obtain information
This is an exciting opportunity to progress onto Advice and Chartered status within 24 months, the end goal is to take over an exiting client bank of a retiring Advisor.
Salary c £35,000 depending on experience.