Associate Paraplanner - Basic to £33k + KPI Bonus & Comprehensive Benefits.
A successful, high quality and expanding Wealth Management practice is looking for an additional Associate Paraplanner to join their team.
Working within an established Wealth Management team, this new role will be to actively support a Client Director and the HNW Clients. Working alongside a Senior Paraplanner, duties will cover assisting with Technical support (report writing and research), Client support, administration and processing across Investment, Tax, Pension and Protection planning.
This role will naturally develop into a full Paraplanning position with full exam and personal development support provided.
Specific Wealth Planning administration experience and progress towards Diploma are required.