A respected and influential wealth management firm based in Bournemouth currently has a requirement for an experienced Paraplanner to join their established team. Candidates must have the ability to complete bespoke, compliant suitability reports and research the most suitable products for clients on behalf of Senior Financial Planners of whom you would be working closely with.
Working under pressure and within tight deadlines is a necessity within this role. Our client works solely with HNW individuals so a background of dealing with this type of client on a face to face basis would be considered an advantage. Candidates should be qualified to DipPFS level and any additional exams towards Chartered would give you an advantage.
Full support for qualifications, study support will be offered along with a first-class benefits package. This is an excellent opportunity to join a forward-thinking wealth manager with an exceptionally low staff turnover.