We are currently working with a dynamic, fast-moving and award winning Independent financial Advise firm who are currently looking for high Calibre Paraplanner to help assist with the sustainable and on-going growth of the business.
The successful candidate will carry out clear and detailed reports and recommendations to clients to highlight areas of concern, investment opportunities and areas of planning that need attention.
Assist Adviser and other administrators wherever necessary in all areas of the client process
Strong organisation and time management skills are essential, together with open communication and a great work ethic.
Level 4 Diploma within financial services is essential
In return, a Basic salary of £30-40k depending on experience with development and support towards chartered.
If you are looking for to join a fantastic organisation in financial service and want to know more, We’d love to hear from you so please give us a call.