Senior Paraplanner

DMD Recruitment Ltd
12 Jan 2018
18 Feb 2018
Contract Type
Full Time
Our clients are based in Herts and are a long established HNW IFA with a large HNW private and corporate client base. An opportunity has arisen for a Paraplanner to join the existing support team. The role will be to directly provide full technical support to the chartered director of the business who deals primarily with private clients, and work alongside the existing Paraplanners and sales support staff. You will be expected to be able to work directly from client fact finds and provide recommendations, full product research and report writing. Candidates must have experience as a Paraplanner. They must have a minimum of diploma level 4 and ideally progressing towards or have chartered status. Candidates with experience of life style planning will have a distinct advantage. This is an excellent opportunity to join well established small business with the potential for the candidate to have input into the structure the role and future career progression