Paraplanner - Chartered Independent Financial Advisers
Our client is an award winning Chartered firm of Independent Financial Planners based in Fordingbridge, Hampshire. Their current requirement is for an experienced Paraplanner to join the organisation to provide ongoing support to the Financial Consultants. The business specialise in providing holistic advice to a portfolio of HNW clients, as a result they require an individual with experience within this environment or who is confident enough to deal with this level of client.
You will be required to provide support on a daily basis with duties including; providing technical paraplanning support, regularly speaking with clients and brokers over the telephone, attending client meetings when required, working closely with the Adviser who provides holistic advice to a HNW client bank.
This is an excellent opportunity for an experienced candidate who is seeking a rewarding and long term career within a highly professional organisation.