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.