Paraplanner

Recruiter
MB Fitzgerald
Location
Southampton
Posted
10 Jan 2018
Closes
09 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our client is a boutique Wealth Management business in Southampton. Based in modern and open plan offices they provide financial planning advice and investment management services to a portfolio of HNW clients.

As a modern day wealth manager this organisation has a more personal approach to their work, by knowing their clients on a first name basis and regularly visiting the office.

Their current requirement is for a Paraplanner to join the business to assist in providing technical assistance to the Directors and Financial Planners. You will be one of two paraplanners within the organisation and as a result you will also have lots of client interaction.

This is an excellent opportunity to join a young and dynamic organisation who will offer the successful candidate a fruitful career. Applicants will hold the Diploma in Financial Planning as a minimum.


This job was originally posted as www.totaljobs.com/job/79136646