Paraplanner (Chartered and Accredited Financial Planning Firm)
An exciting and rare opportunity to join a boutique wealth management business who are one of only a handful of firms to hold both Corporate Chartered and Accredited Financial Planning Firm status.
As part of their continued growth strategy our client is looking for an experienced Paraplanner to support their Chartered and Certified Financial Planners. Key responsibilities will include preparing for and playing an active part in client meetings, preparing suitability reports, product research and liaising with clients and financial institutions.
The successful candidate will have experience working as a Paraplanner, excellent communication skills, strong analytical skills and a strong teamwork ethic.
This is an excellent opportunity to join a firm who believes in investing in its people and offers significant scope for career development and progression, including the opportunity to progress towards becoming a Financial Planner.
Salary up to £45,000 + benefits